+120.4%
MSTR vs SUI
-32.0%
+152.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.2% |
| 7D | +12.2% | -2.8% | +15.0% | +14.3% |
| 30D | +45.2% | -1.2% | +46.3% | +45.9% |
| 3M | +10.4% | -1.7% | +12.1% | +10.3% |
| 6M | -2.5% | -10.5% | +8.0% | +4.3% |
| YTD | -6.0% | -1.8% | -4.2% | -6.0% |
| 1Y | -56.4% | -4.1% | -52.3% | -55.9% |
| 3Y | +306.3% | +11.3% | +295.0% | +237.9% |
| All | +120.4% | -32.0% | +152.3% | +205.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling