-45.6%
MSTR vs SWKS
+15.3%
-61.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.4% |
| 7D | -1.2% | -6.2% | +4.9% | -0.4% |
| 30D | -15.9% | -1.5% | -14.4% | -15.8% |
| 3M | +33.1% | +23.0% | +10.2% | +24.8% |
| 6M | -31.0% | +27.6% | -58.6% | -36.1% |
| YTD | -15.1% | +32.3% | -47.5% | -24.5% |
| 1Y | -45.6% | +20.1% | -65.8% | -48.2% |
| All | -45.6% | +15.3% | -61.0% | -48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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