-56.4%
MSTR vs SPMO
+29.9%
-86.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -3.2% |
| 7D | +12.2% | +2.0% | +10.2% | +9.8% |
| 30D | +45.2% | -0.4% | +45.5% | +45.8% |
| 3M | +10.4% | -1.9% | +12.3% | +9.2% |
| 6M | -2.5% | +25.0% | -27.5% | -39.2% |
| YTD | -6.0% | +26.0% | -32.0% | -42.9% |
| 1Y | -56.4% | +28.7% | -85.1% | -73.3% |
| All | -56.4% | +29.9% | -86.3% | -73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 1y: compounded portfolio wealth divided by compounded SPMO 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…
1y analysis · Full analysis span regression · 6 months rolling