-42.3%
MSTR vs TD
+61.0%
-103.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.8% | +2.3% | +1.8% |
| 7D | -1.8% | +1.4% | -3.2% | -3.2% |
| 30D | -13.3% | +10.2% | -23.6% | -22.1% |
| 3M | +46.0% | +8.1% | +37.8% | +33.7% |
| 6M | -22.4% | +22.3% | -44.8% | -41.7% |
| YTD | -6.2% | +39.0% | -45.2% | -41.4% |
| 1Y | -42.3% | +62.6% | -104.9% | -75.3% |
| All | -42.3% | +61.0% | -103.3% | -75.3% |
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