-56.4%
MSTR vs TD
+64.8%
-121.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | 0.0% |
| 7D | +12.2% | +0.3% | +11.9% | +12.1% |
| 30D | +45.2% | +0.4% | +44.8% | +44.2% |
| 3M | +10.4% | +7.6% | +2.7% | -1.2% |
| 6M | -2.5% | +25.0% | -27.5% | -30.0% |
| YTD | -6.0% | +31.0% | -37.0% | -35.9% |
| 1Y | -56.4% | +65.2% | -121.6% | -73.3% |
| All | -56.4% | +64.8% | -121.2% | -73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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