+113.8%
MSTR vs SPMO
+149.9%
-36.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -4.9% | -5.3% |
| 7D | +9.3% | +3.4% | +5.9% | +3.0% |
| 30D | +36.5% | +0.5% | +36.0% | +35.1% |
| 3M | +7.3% | +1.9% | +5.4% | -1.6% |
| 6M | +2.2% | +27.8% | -25.6% | -41.5% |
| YTD | -10.2% | +26.7% | -36.8% | -46.9% |
| 1Y | -58.6% | +28.9% | -87.5% | -76.2% |
| 3Y | +283.2% | +160.7% | +122.5% | -50.1% |
| 5Y | +113.8% | +150.2% | -36.4% | -66.9% |
| All | +113.8% | +149.9% | -36.1% | -66.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling