-59.6%
MSTR vs SYY
+3.3%
-62.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.2% | -5.0% | -3.3% |
| 7D | +7.7% | -0.2% | +8.0% | +7.7% |
| 30D | +36.3% | -2.7% | +39.1% | +37.2% |
| 3M | +13.4% | +5.9% | +7.5% | +11.1% |
| 6M | -4.5% | -2.3% | -2.2% | -4.9% |
| YTD | -12.7% | +13.1% | -25.8% | -14.3% |
| 1Y | -59.6% | +3.8% | -63.4% | -58.4% |
| All | -59.6% | +3.3% | -62.9% | -58.4% |
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