+49.5%
MSTR vs SONY
+11.0%
+38.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.8% |
| 7D | -14.2% | +2.1% | -16.2% | -16.4% |
| 30D | -19.9% | +9.2% | -29.1% | -26.9% |
| 3M | +27.3% | +12.2% | +15.1% | +12.6% |
| 6M | -37.6% | +24.4% | -62.0% | -50.8% |
| YTD | -19.5% | +3.5% | -23.0% | -24.4% |
| 1Y | -47.1% | -9.2% | -38.0% | -44.1% |
| 3Y | +140.3% | +55.6% | +84.7% | +27.0% |
| 5Y | +49.5% | +12.0% | +37.5% | +24.6% |
| All | +49.5% | +11.0% | +38.5% | +24.6% |
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