+103.8%
MSTR vs SU
+348.9%
-245.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | -8.3% | +2.2% | -10.5% | -9.0% |
| 30D | +38.1% | +8.4% | +29.7% | +33.9% |
| 3M | +9.0% | +12.1% | -3.1% | +3.8% |
| 6M | -5.3% | +19.7% | -25.0% | -13.3% |
| YTD | -13.8% | +58.4% | -72.2% | -29.6% |
| 1Y | -59.8% | +67.2% | -127.1% | -68.0% |
| 3Y | +282.2% | +125.0% | +157.2% | +166.2% |
| All | +103.8% | +348.9% | -245.1% | +3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling