-49.3%
MSTR vs SUI
-2.0%
-47.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.2% | -6.1% |
| 7D | -10.7% | +3.4% | -14.2% | -10.8% |
| 30D | -21.6% | +4.6% | -26.2% | -22.0% |
| 3M | +24.4% | +1.6% | +22.8% | +23.6% |
| 6M | -35.5% | -3.5% | -32.0% | -35.0% |
| YTD | -20.3% | -1.0% | -19.3% | -17.2% |
| 1Y | -49.3% | -1.7% | -47.6% | -47.3% |
| All | -49.3% | -2.0% | -47.4% | -47.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling