+1,252.0%
MSTR vs TECH
+3,902.5%
-2,650.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +44.8% |
| 3M | +10.4% | +36.3% | -26.0% | -4.9% |
| 6M | -2.5% | +25.6% | -28.1% | -14.7% |
| YTD | -6.0% | +23.7% | -29.7% | -17.3% |
| 1Y | -56.4% | +37.6% | -94.1% | -63.6% |
| 3Y | +306.3% | -6.6% | +312.9% | +286.2% |
| 5Y | +100.5% | -42.2% | +142.7% | +136.8% |
| 10Y | +741.1% | +187.6% | +553.5% | +461.8% |
| All | +1,252.0% | +3,902.5% | -2,650.6% | +182.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling