+1,252.0%
MSTR vs SUI
+1,729.1%
-477.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.2% |
| 7D | +12.2% | -2.8% | +15.0% | +13.5% |
| 30D | +45.2% | -1.2% | +46.3% | +45.7% |
| 3M | +10.4% | -1.7% | +12.1% | +10.5% |
| 6M | -2.5% | -10.5% | +8.0% | +1.7% |
| YTD | -6.0% | -1.8% | -4.2% | -5.8% |
| 1Y | -56.4% | -4.1% | -52.3% | -56.0% |
| 3Y | +306.3% | +11.3% | +295.0% | +275.5% |
| 5Y | +100.5% | -32.1% | +132.6% | +135.6% |
| 10Y | +741.1% | +110.4% | +630.6% | +471.3% |
| All | +1,252.0% | +1,729.1% | -477.1% | +115.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling