+570.4%
MSTR vs THC
+1,421.6%
-851.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | 0.0% |
| 7D | -1.2% | +3.7% | -4.9% | -2.0% |
| 30D | -15.9% | +9.0% | -25.0% | -17.5% |
| 3M | +33.1% | +10.4% | +22.7% | +30.0% |
| 6M | -31.0% | +45.7% | -76.7% | -37.3% |
| YTD | -15.1% | +42.6% | -57.7% | -23.2% |
| 1Y | -45.6% | +38.8% | -84.4% | -50.5% |
| 3Y | +180.5% | +418.8% | -238.3% | +81.4% |
| 5Y | +61.7% | +275.7% | -214.0% | +11.8% |
| All | +570.4% | +1,421.6% | -851.2% | +267.3% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling