+287.2%
MSTR vs SU
+120.6%
+166.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.5% | -3.3% |
| 7D | +7.7% | +1.6% | +6.2% | +7.2% |
| 30D | +36.3% | +10.7% | +25.6% | +32.2% |
| 3M | +13.4% | +13.5% | -0.1% | +8.4% |
| 6M | -4.5% | +21.8% | -26.3% | -12.6% |
| YTD | -12.7% | +58.8% | -71.5% | -28.0% |
| 1Y | -59.6% | +72.0% | -131.6% | -67.8% |
| All | +287.2% | +120.6% | +166.7% | +190.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling