+221.9%
MSTR vs SOUN
-52.9%
+274.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.2% | +0.3% |
| 7D | -1.2% | -2.6% | +1.4% | -0.7% |
| 30D | -15.9% | -27.0% | +11.1% | -11.0% |
| 3M | +33.1% | -41.9% | +75.1% | +46.8% |
| 6M | -31.0% | -56.1% | +25.1% | -20.3% |
| YTD | -15.1% | -58.8% | +43.6% | -1.3% |
| 1Y | -45.6% | -71.1% | +25.5% | -33.2% |
| 3Y | +180.5% | +130.9% | +49.6% | +134.4% |
| All | +221.9% | -52.9% | +274.8% | +158.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling