+49.9%
MSTR vs TECH
-40.1%
+90.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -1.2% | +0.2% | -1.4% | -1.3% |
| 30D | -15.9% | +0.3% | -16.3% | -16.1% |
| 3M | +33.1% | +1.3% | +31.8% | +32.2% |
| 6M | -31.0% | +54.0% | -85.0% | -49.7% |
| YTD | -15.1% | +24.3% | -39.4% | -30.6% |
| 1Y | -45.6% | +25.8% | -71.4% | -56.4% |
| 3Y | +180.5% | +26.0% | +154.5% | +95.2% |
| All | +49.9% | -40.1% | +90.0% | +97.8% |
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