+1,252.0%
MSTR vs SU
+2,755.4%
-1,503.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | +12.2% | +3.6% | +8.6% | +11.1% |
| 30D | +45.2% | +7.9% | +37.3% | +42.1% |
| 3M | +10.4% | +3.5% | +6.9% | +9.0% |
| 6M | -2.5% | +19.0% | -21.4% | -7.9% |
| YTD | -6.0% | +55.0% | -61.0% | -17.2% |
| 1Y | -56.4% | +71.2% | -127.6% | -62.7% |
| 3Y | +306.3% | +117.4% | +188.9% | +223.7% |
| 5Y | +100.5% | +335.2% | -234.7% | +32.7% |
| 10Y | +741.1% | +248.7% | +492.3% | +442.7% |
| All | +1,252.0% | +2,755.4% | -1,503.5% | +535.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling