+40.4%
MSTR vs TECH
-41.0%
+81.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.4% | -2.4% |
| 7D | -13.4% | 0.0% | -13.5% | -13.4% |
| 30D | -22.1% | +0.4% | -22.5% | -22.3% |
| 3M | +15.0% | +1.0% | +14.0% | +14.4% |
| 6M | -37.3% | +62.7% | -100.0% | -55.6% |
| YTD | -26.5% | +24.3% | -50.9% | -39.9% |
| 1Y | -46.5% | +20.5% | -67.0% | -55.6% |
| 3Y | +121.1% | +29.3% | +91.8% | +50.0% |
| All | +40.4% | -41.0% | +81.4% | +85.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling