+49.9%
MSTR vs STM
-15.6%
+65.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.7% | -3.3% |
| 7D | -1.2% | -10.7% | +9.5% | +6.1% |
| 30D | -15.9% | -25.7% | +9.8% | +2.1% |
| 3M | +33.1% | -21.6% | +54.7% | +54.9% |
| 6M | -31.0% | -27.8% | -3.2% | -22.6% |
| YTD | -15.1% | +61.8% | -76.9% | -51.9% |
| 1Y | -45.6% | +78.1% | -123.7% | -71.7% |
| 3Y | +180.5% | +4.9% | +175.6% | +103.7% |
| All | +49.9% | -15.6% | +65.5% | +26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling