-42.3%
MSTR vs SYY
+8.7%
-51.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.8% | +1.3% | +4.6% |
| 7D | -1.8% | -6.3% | +4.5% | -1.2% |
| 30D | -13.3% | +0.7% | -14.0% | -14.2% |
| 3M | +46.0% | -6.4% | +52.4% | +47.0% |
| 6M | -22.4% | +7.6% | -30.1% | -25.5% |
| YTD | -6.2% | +7.4% | -13.6% | -5.3% |
| 1Y | -42.3% | +8.3% | -50.6% | -41.5% |
| All | -42.3% | +8.7% | -51.0% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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