-56.4%
MSTR vs SPOT
-21.9%
-34.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | -0.6% |
| 7D | +12.2% | -0.9% | +13.1% | +12.4% |
| 30D | +45.2% | +12.5% | +32.7% | +39.6% |
| 3M | +10.4% | +9.9% | +0.5% | +6.7% |
| 6M | -2.5% | +1.6% | -4.0% | -2.8% |
| YTD | -6.0% | -6.6% | +0.6% | +2.5% |
| 1Y | -56.4% | -22.9% | -33.5% | -45.4% |
| All | -56.4% | -21.9% | -34.5% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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