-56.4%
MSTR vs SRE
+4.7%
-61.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.5% |
| 7D | +12.2% | -0.3% | +12.5% | +12.3% |
| 30D | +45.2% | -0.7% | +45.9% | +44.6% |
| 3M | +10.4% | -6.3% | +16.7% | +9.4% |
| 6M | -2.5% | -10.7% | +8.2% | -2.3% |
| YTD | -6.0% | -3.5% | -2.6% | -8.8% |
| 1Y | -56.4% | +5.3% | -61.7% | -57.0% |
| All | -56.4% | +4.7% | -61.1% | -57.0% |
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