+113.8%
MSTR vs SONY
+11.4%
+102.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.2% | -0.2% | -0.6% |
| 7D | +9.3% | -5.2% | +14.5% | +14.8% |
| 30D | +36.5% | +0.3% | +36.2% | +35.4% |
| 3M | +7.3% | +6.2% | +1.1% | +0.4% |
| 6M | +2.2% | +9.5% | -7.3% | -8.4% |
| YTD | -10.2% | -8.1% | -2.1% | -4.9% |
| 1Y | -58.6% | -17.9% | -40.7% | -51.9% |
| 3Y | +283.2% | +41.5% | +241.7% | +121.0% |
| 5Y | +113.8% | +11.8% | +101.9% | +89.6% |
| All | +113.8% | +11.4% | +102.4% | +89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SONY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling