+521.9%
MSTR vs STZ
+12.8%
+509.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.0% | +1.4% |
| 7D | -14.2% | -0.9% | -13.2% | -13.9% |
| 30D | -19.9% | +14.9% | -34.8% | -24.4% |
| 3M | +27.3% | +8.4% | +18.9% | +22.2% |
| 6M | -37.6% | +2.8% | -40.4% | -39.3% |
| YTD | -19.5% | +7.5% | -27.0% | -25.3% |
| 1Y | -47.1% | +12.5% | -59.7% | -52.1% |
| 3Y | +140.3% | -35.4% | +175.7% | +177.0% |
| 5Y | +49.5% | -29.3% | +78.8% | +70.9% |
| 10Y | +521.9% | +11.8% | +510.1% | +513.7% |
| All | +521.9% | +12.8% | +509.1% | +513.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 10y: compounded portfolio wealth divided by compounded STZ 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…
10y analysis · Full analysis span regression · 6 months rolling