+205.5%
MSTR vs SOUN
-55.2%
+260.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | 0.0% | +0.9% |
| 7D | -14.2% | -9.5% | -4.7% | -12.6% |
| 30D | -19.9% | -21.3% | +1.5% | -16.2% |
| 3M | +27.3% | -47.2% | +74.6% | +43.0% |
| 6M | -37.6% | -53.7% | +16.2% | -28.3% |
| YTD | -19.5% | -60.8% | +41.3% | -5.5% |
| 1Y | -47.1% | -70.9% | +23.8% | -34.9% |
| 3Y | +140.3% | +118.4% | +21.9% | +102.8% |
| All | +205.5% | -55.2% | +260.7% | +147.1% |
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