-45.6%
MSTR vs STM
+75.4%
-121.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.7% | -2.0% |
| 7D | -1.2% | -10.7% | +9.5% | +2.9% |
| 30D | -15.9% | -25.7% | +9.8% | -6.4% |
| 3M | +33.1% | -21.6% | +54.7% | +45.1% |
| 6M | -31.0% | -27.8% | -3.2% | -25.9% |
| YTD | -15.1% | +61.8% | -76.9% | -37.2% |
| 1Y | -45.6% | +78.1% | -123.7% | -62.1% |
| All | -45.6% | +75.4% | -121.1% | -62.1% |
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