+240.9%
MSTR vs SOUN
-24.7%
+265.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.5% | -1.9% | -4.0% |
| 7D | +9.3% | -4.1% | +13.4% | +10.1% |
| 30D | +36.5% | -18.1% | +54.6% | +41.4% |
| 3M | +7.3% | -12.3% | +19.6% | +9.7% |
| 6M | +2.2% | -18.6% | +20.8% | +5.4% |
| YTD | -10.2% | -34.1% | +23.9% | -4.0% |
| 1Y | -58.6% | -57.0% | -1.6% | -52.9% |
| 3Y | +283.2% | +185.7% | +97.5% | +201.6% |
| All | +240.9% | -24.7% | +265.5% | +150.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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