+1,252.0%
MSTR vs SONY
+268.9%
+983.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -0.7% |
| 7D | +12.2% | -1.2% | +13.3% | +12.8% |
| 30D | +45.2% | +9.4% | +35.7% | +38.9% |
| 3M | +10.4% | +10.5% | -0.1% | +5.2% |
| 6M | -2.5% | +11.7% | -14.2% | -8.0% |
| YTD | -6.0% | -4.1% | -2.0% | -4.7% |
| 1Y | -56.4% | -11.8% | -44.6% | -54.3% |
| 3Y | +306.3% | +45.9% | +260.4% | +234.6% |
| 5Y | +100.5% | +16.3% | +84.2% | +91.2% |
| 10Y | +741.1% | +297.6% | +443.5% | +364.9% |
| All | +1,252.0% | +268.9% | +983.0% | +410.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling