-45.6%
MSTR vs STLD
+45.5%
-91.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.3% |
| 7D | -1.2% | -11.1% | +9.9% | -0.3% |
| 30D | -15.9% | -4.8% | -11.2% | -15.4% |
| 3M | +33.1% | -14.6% | +47.7% | +35.6% |
| 6M | -31.0% | -7.4% | -23.6% | -31.9% |
| YTD | -15.1% | +32.6% | -47.7% | -25.8% |
| 1Y | -45.6% | +47.3% | -93.0% | -54.6% |
| All | -45.6% | +45.5% | -91.1% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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