+1,249.5%
MSTR vs SUI
+1,775.4%
-525.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.2% | -0.1% | +2.8% |
| 7D | -1.8% | +10.0% | -11.8% | -6.0% |
| 30D | -13.3% | +8.4% | -21.7% | -16.9% |
| 3M | +46.0% | +0.7% | +45.3% | +44.6% |
| 6M | -22.4% | -0.9% | -21.5% | -23.1% |
| YTD | -6.2% | +0.6% | -6.8% | -7.5% |
| 1Y | -42.3% | +0.8% | -43.1% | -43.2% |
| 3Y | +214.0% | +15.5% | +198.5% | +184.5% |
| 5Y | +78.2% | -25.9% | +104.0% | +100.6% |
| 10Y | +649.6% | +119.5% | +530.0% | +397.8% |
| All | +1,249.5% | +1,775.4% | -525.9% | +111.4% |
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