+526.8%
MSTR vs SUI
+117.1%
+409.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.2% | -5.7% |
| 7D | -10.7% | +3.4% | -14.2% | -12.1% |
| 30D | -21.6% | +4.6% | -26.2% | -23.7% |
| 3M | +24.4% | +1.6% | +22.8% | +22.5% |
| 6M | -35.5% | -3.5% | -32.0% | -35.3% |
| YTD | -20.3% | -1.0% | -19.3% | -20.9% |
| 1Y | -49.3% | -1.7% | -47.6% | -49.6% |
| 3Y | +137.8% | +18.4% | +119.4% | +109.3% |
| 5Y | +48.3% | -26.3% | +74.7% | +63.7% |
| 10Y | +526.8% | +123.3% | +403.4% | +444.7% |
| All | +526.8% | +117.1% | +409.7% | +444.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling