+113.8%
MSTR vs SYY
+18.1%
+95.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.2% |
| 7D | +9.3% | -2.8% | +12.1% | +11.5% |
| 30D | +36.5% | -5.3% | +41.8% | +41.7% |
| 3M | +7.3% | +5.1% | +2.2% | +2.4% |
| 6M | +2.2% | -5.0% | +7.2% | +4.1% |
| YTD | -10.2% | +10.7% | -20.9% | -20.0% |
| 1Y | -58.6% | +0.7% | -59.3% | -60.2% |
| 3Y | +283.2% | +24.0% | +259.1% | +177.9% |
| 5Y | +113.8% | +19.3% | +94.5% | +86.9% |
| All | +113.8% | +18.1% | +95.7% | +86.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling