-56.4%
MSTR vs STM
+107.3%
-163.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -2.1% |
| 7D | +12.2% | +5.8% | +6.4% | +9.9% |
| 30D | +45.2% | -1.0% | +46.2% | +45.7% |
| 3M | +10.4% | -33.3% | +43.6% | +25.5% |
| 6M | -2.5% | +57.4% | -59.8% | -26.8% |
| YTD | -6.0% | +102.2% | -108.2% | -37.0% |
| 1Y | -56.4% | +99.6% | -156.0% | -71.4% |
| All | -56.4% | +107.3% | -163.7% | -71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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