+113.8%
MSTR vs TEL
+49.6%
+64.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.8% | -2.6% | -2.4% |
| 7D | +9.3% | -1.4% | +10.8% | +11.6% |
| 30D | +36.5% | -4.9% | +41.4% | +44.1% |
| 3M | +7.3% | +0.1% | +7.2% | +5.9% |
| 6M | +2.2% | +0.4% | +1.9% | -4.0% |
| YTD | -10.2% | -8.9% | -1.2% | -6.5% |
| 1Y | -58.6% | -0.3% | -58.3% | -62.4% |
| 3Y | +283.2% | +67.6% | +215.6% | +52.6% |
| 5Y | +113.8% | +50.7% | +63.1% | +6.3% |
| All | +113.8% | +49.6% | +64.2% | +6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling