-42.3%
MSTR vs SRE
-7.5%
-34.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.9% | +8.0% | +4.4% |
| 7D | -1.8% | -2.1% | +0.3% | -2.3% |
| 30D | -13.3% | +6.1% | -19.4% | -12.4% |
| 3M | +46.0% | -3.5% | +49.5% | +45.1% |
| 6M | -22.4% | -10.8% | -11.7% | -21.9% |
| YTD | -6.2% | -4.0% | -2.2% | -9.7% |
| 1Y | -42.3% | -7.7% | -34.6% | -43.3% |
| All | -42.3% | -7.5% | -34.8% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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