-42.3%
MSTR vs TEL
-8.6%
-33.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +5.0% |
| 7D | -1.8% | -0.5% | -1.3% | -1.4% |
| 30D | -13.3% | +0.6% | -13.9% | -13.5% |
| 3M | +46.0% | +2.0% | +44.0% | +44.2% |
| 6M | -22.4% | +8.1% | -30.6% | -26.0% |
| YTD | -6.2% | -2.2% | -4.0% | -11.1% |
| 1Y | -42.3% | -8.6% | -33.7% | -43.0% |
| All | -42.3% | -8.6% | -33.7% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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