-49.3%
MSTR vs TER
+30.5%
-79.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.5% |
| 7D | -10.7% | -8.9% | -1.8% | -8.9% |
| 30D | -21.6% | -39.1% | +17.5% | -11.1% |
| 3M | +24.4% | -32.8% | +57.2% | +36.2% |
| 6M | -35.5% | -31.7% | -3.7% | -34.2% |
| YTD | -20.3% | +26.9% | -47.3% | -41.3% |
| 1Y | -49.3% | +33.6% | -82.9% | -63.9% |
| All | -49.3% | +30.5% | -79.8% | -63.9% |
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