-30.8%
MSTR vs STM
-28.4%
-2.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -12.4% | +3.1% | -4.8% |
| 7D | -8.7% | -20.1% | +11.4% | -1.2% |
| 30D | -21.4% | -32.0% | +10.5% | -10.6% |
| 3M | +31.4% | -24.2% | +55.6% | +44.1% |
| 6M | -30.8% | -29.9% | -0.9% | -19.5% |
| All | -30.8% | -28.4% | -2.4% | -19.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling