+902.1%
MSTR vs SRE
+1,525.5%
-623.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | +12.2% | -0.3% | +12.5% | +12.2% |
| 30D | +45.2% | -0.7% | +45.9% | +45.0% |
| 3M | +10.4% | -6.3% | +16.7% | +11.8% |
| 6M | -2.5% | -10.7% | +8.2% | 0.0% |
| YTD | -6.0% | -3.5% | -2.6% | -5.9% |
| 1Y | -56.4% | +5.3% | -61.7% | -57.6% |
| 3Y | +306.3% | +31.8% | +274.5% | +269.2% |
| 5Y | +100.5% | +47.4% | +53.1% | +79.3% |
| 10Y | +741.1% | +120.6% | +620.5% | +553.1% |
| All | +902.1% | +1,525.5% | -623.4% | +477.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling