-47.4%
MSTR vs TE
-44.1%
-3.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.0% | +0.4% | -2.0% |
| 7D | -4.0% | -10.5% | +6.6% | -1.9% |
| 30D | -18.6% | -32.4% | +13.8% | -12.6% |
| 3M | +25.6% | -60.9% | +86.4% | +47.9% |
| 6M | -33.1% | -62.8% | +29.8% | -24.9% |
| YTD | -17.3% | -65.7% | +48.4% | -8.2% |
| All | -47.4% | -44.1% | -3.3% | -47.6% |
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