-49.1%
MSTR vs STM
+95.5%
-144.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.4% | -6.9% | -6.7% |
| 7D | -11.5% | +16.3% | -27.8% | -16.7% |
| 30D | -24.8% | -6.3% | -18.5% | -23.2% |
| 3M | +20.6% | -14.1% | +34.7% | +26.8% |
| 6M | -38.0% | -19.6% | -18.4% | -36.2% |
| YTD | -24.7% | +80.1% | -104.8% | -46.9% |
| 1Y | -49.1% | +95.4% | -144.4% | -65.8% |
| All | -49.1% | +95.5% | -144.6% | -65.8% |
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