-56.4%
MSTR vs TGT
+84.5%
-140.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | +12.2% | +0.8% | +11.4% | +11.8% |
| 30D | +45.2% | +12.2% | +33.0% | +38.8% |
| 3M | +10.4% | +33.8% | -23.4% | -3.9% |
| 6M | -2.5% | +39.3% | -41.8% | -18.7% |
| YTD | -6.0% | +72.9% | -78.9% | -32.4% |
| 1Y | -56.4% | +84.6% | -141.0% | -68.6% |
| All | -56.4% | +84.5% | -140.9% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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