+120.4%
MSTR vs TECH
-42.5%
+162.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +12.2% | +0.1% | +12.1% | +12.1% |
| 30D | +45.2% | +0.7% | +44.5% | +44.7% |
| 3M | +10.4% | +36.3% | -26.0% | -11.6% |
| 6M | -2.5% | +25.6% | -28.1% | -20.3% |
| YTD | -6.0% | +23.7% | -29.7% | -22.7% |
| 1Y | -56.4% | +37.6% | -94.1% | -67.4% |
| 3Y | +306.3% | -6.6% | +312.9% | +281.8% |
| All | +120.4% | -42.5% | +162.8% | +188.7% |
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