+956.8%
MSTR vs SU
+2,865.3%
-1,908.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.7% |
| 7D | -13.4% | +1.7% | -15.1% | -13.8% |
| 30D | -22.1% | -7.9% | -14.2% | -20.6% |
| 3M | +15.0% | +7.5% | +7.4% | +12.1% |
| 6M | -37.3% | +7.2% | -44.5% | -39.1% |
| YTD | -26.5% | +60.9% | -87.5% | -36.3% |
| 1Y | -46.5% | +63.6% | -110.1% | -53.8% |
| 3Y | +121.1% | +128.9% | -7.8% | +73.2% |
| 5Y | +37.5% | +228.3% | -190.8% | -2.8% |
| 10Y | +467.3% | +240.6% | +226.8% | +266.6% |
| All | +956.8% | +2,865.3% | -1,908.5% | +388.8% |
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 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