-49.1%
MSTR vs TECH
+23.9%
-73.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.1% | -6.5% | -6.5% |
| 7D | -11.5% | +0.2% | -11.8% | -11.5% |
| 30D | -24.8% | +0.5% | -25.3% | -24.8% |
| 3M | +20.6% | +1.0% | +19.7% | +20.6% |
| 6M | -38.0% | +54.1% | -92.0% | -42.6% |
| YTD | -24.7% | +24.4% | -49.1% | -22.7% |
| 1Y | -49.1% | +19.3% | -68.4% | -48.1% |
| All | -49.1% | +23.9% | -73.0% | -48.1% |
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