-60.6%
MSTR vs SU
+71.3%
-132.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | -11.2% | +1.7% | -12.9% | -11.3% |
| 30D | +33.8% | +9.6% | +24.2% | +33.0% |
| 3M | +11.5% | +11.7% | -0.3% | +9.2% |
| 6M | -7.2% | +21.9% | -29.1% | -15.7% |
| YTD | -15.4% | +58.6% | -74.0% | -30.5% |
| 1Y | -60.6% | +66.5% | -127.1% | -68.8% |
| All | -60.6% | +71.3% | -132.0% | -68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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