-42.3%
MSTR vs TER
+42.7%
-85.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -6.8% | +11.9% | +6.9% |
| 7D | -1.8% | -19.9% | +18.1% | +4.1% |
| 30D | -13.3% | -43.5% | +30.2% | +0.6% |
| 3M | +46.0% | -37.8% | +83.8% | +63.8% |
| 6M | -22.4% | -25.6% | +3.1% | -23.4% |
| YTD | -6.2% | +29.8% | -36.0% | -31.9% |
| 1Y | -42.3% | +43.2% | -85.5% | -60.8% |
| All | -42.3% | +42.7% | -85.0% | -60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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