-58.4%
MSTR vs TE
+153.0%
-211.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +10.0% | -14.4% | -5.9% |
| 7D | +9.3% | +18.2% | -8.9% | +6.6% |
| 30D | +36.5% | -13.5% | +50.0% | +38.8% |
| 3M | +7.3% | -44.6% | +51.9% | +14.3% |
| 6M | +2.2% | -24.7% | +26.9% | +1.0% |
| YTD | -10.2% | -24.3% | +14.1% | -11.2% |
| All | -58.4% | +153.0% | -211.4% | -62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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