+113.8%
MSTR vs SRE
+51.2%
+62.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.7% | -6.1% | -5.4% |
| 7D | +9.3% | +1.4% | +7.9% | +8.4% |
| 30D | +36.5% | +1.9% | +34.6% | +33.8% |
| 3M | +7.3% | -3.3% | +10.6% | +7.8% |
| 6M | +2.2% | -6.4% | +8.7% | +4.1% |
| YTD | -10.2% | -1.8% | -8.3% | -11.6% |
| 1Y | -58.6% | +10.7% | -69.4% | -62.9% |
| 3Y | +283.2% | +31.8% | +251.4% | +191.4% |
| 5Y | +113.8% | +49.2% | +64.6% | +84.9% |
| All | +113.8% | +51.2% | +62.6% | +84.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling