-38.0%
MSTR vs TGT
+36.2%
-74.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.1% | -5.4% | -6.4% |
| 7D | -11.5% | +2.6% | -14.1% | -11.7% |
| 30D | -24.8% | +6.6% | -31.4% | -24.8% |
| 3M | +20.6% | +5.2% | +15.4% | +21.0% |
| 6M | -38.0% | +35.3% | -73.3% | -35.9% |
| All | -38.0% | +36.2% | -74.2% | -35.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling