+677.4%
MSTR vs SRE
+118.9%
+558.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | +7.7% | +1.5% | +6.3% | +7.2% |
| 30D | +36.3% | +0.8% | +35.5% | +35.3% |
| 3M | +13.4% | -5.8% | +19.2% | +15.1% |
| 6M | -4.5% | -7.8% | +3.3% | -2.8% |
| YTD | -12.7% | -2.4% | -10.3% | -13.0% |
| 1Y | -59.6% | +8.9% | -68.5% | -61.6% |
| 3Y | +272.5% | +31.1% | +241.4% | +230.4% |
| 5Y | +107.1% | +48.6% | +58.5% | +83.1% |
| 10Y | +677.4% | +126.1% | +551.2% | +542.3% |
| All | +677.4% | +118.9% | +558.5% | +542.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling