-47.4%
MSTR vs TER
+30.8%
-78.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +12.7% | -15.3% | -6.0% |
| 7D | -4.0% | -5.8% | +1.8% | -2.8% |
| 30D | -18.6% | -38.9% | +20.3% | -7.8% |
| 3M | +25.6% | -35.1% | +60.7% | +38.9% |
| 6M | -33.1% | -31.6% | -1.5% | -31.8% |
| YTD | -17.3% | +27.2% | -44.6% | -39.2% |
| All | -47.4% | +30.8% | -78.3% | -62.6% |
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