+49.9%
MSTR vs SUI
-26.3%
+76.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.7% |
| 7D | -1.2% | +6.2% | -7.4% | -5.2% |
| 30D | -15.9% | +8.6% | -24.5% | -21.3% |
| 3M | +33.1% | +1.0% | +32.1% | +30.8% |
| 6M | -31.0% | -2.6% | -28.4% | -31.2% |
| YTD | -15.1% | -0.1% | -15.0% | -16.8% |
| 1Y | -45.6% | +0.5% | -46.1% | -47.2% |
| 3Y | +180.5% | +15.3% | +165.3% | +125.0% |
| All | +49.9% | -26.3% | +76.2% | +89.0% |
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