+40.9%
MSTR vs SPOT
+112.1%
-71.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.7% | -4.7% | -5.4% |
| 7D | -11.5% | -2.6% | -8.9% | -10.0% |
| 30D | -24.8% | +13.5% | -38.3% | -31.7% |
| 3M | +20.6% | +22.2% | -1.6% | +1.9% |
| 6M | -38.0% | +38.3% | -76.3% | -52.9% |
| YTD | -24.7% | +3.1% | -27.8% | -32.3% |
| 1Y | -49.1% | -7.6% | -41.4% | -50.2% |
| 3Y | +124.7% | +250.0% | -125.4% | -33.4% |
| 5Y | +40.9% | +113.3% | -72.4% | -50.0% |
| All | +40.9% | +112.1% | -71.1% | -50.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling