-2.5%
MSTR vs TER
+14.7%
-17.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.5% | -6.9% | -2.4% |
| 7D | +12.2% | +0.6% | +11.5% | +12.0% |
| 30D | +45.2% | -8.3% | +53.4% | +47.3% |
| 3M | +10.4% | -12.2% | +22.6% | +8.3% |
| 6M | -2.5% | +17.1% | -19.6% | -16.4% |
| All | -2.5% | +14.7% | -17.2% | -16.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling