-56.4%
MSTR vs TECH
+36.9%
-93.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +12.2% | +0.1% | +12.1% | +12.2% |
| 30D | +45.2% | +0.7% | +44.5% | +45.0% |
| 3M | +10.4% | +36.3% | -26.0% | +2.6% |
| 6M | -2.5% | +25.6% | -28.1% | -7.0% |
| YTD | -6.0% | +23.7% | -29.7% | -9.0% |
| 1Y | -56.4% | +37.6% | -94.1% | -59.9% |
| All | -56.4% | +36.9% | -93.4% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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