-47.1%
MSTR vs SPMO
+12.7%
-59.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.7% | -2.6% | -3.0% |
| 7D | -14.2% | +1.8% | -16.0% | -15.9% |
| 30D | -19.9% | -10.0% | -9.9% | -9.2% |
| 3M | +27.3% | -9.4% | +36.7% | +43.5% |
| 6M | -37.6% | -7.7% | -29.9% | -35.7% |
| YTD | -19.5% | +13.3% | -32.8% | -44.0% |
| 1Y | -47.1% | +12.7% | -59.8% | -63.0% |
| All | -47.1% | +12.7% | -59.8% | -63.0% |
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