-42.3%
MSTR vs SW
+29.5%
-71.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.1% | +1.0% | +4.3% |
| 7D | -1.8% | +12.1% | -13.9% | -3.9% |
| 30D | -13.3% | +6.6% | -19.9% | -14.4% |
| 3M | +46.0% | -6.0% | +52.0% | +47.3% |
| 6M | -22.4% | +21.5% | -43.9% | -26.4% |
| YTD | -6.2% | +20.3% | -26.5% | -11.6% |
| 1Y | -42.3% | +28.1% | -70.4% | -45.6% |
| All | -42.3% | +29.5% | -71.8% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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