+554.5%
MSTR vs THC
+1,325.8%
-771.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.0% | -4.6% | -3.0% |
| 7D | -4.0% | +7.5% | -11.4% | -5.5% |
| 30D | -18.6% | +9.6% | -28.2% | -20.3% |
| 3M | +25.6% | +10.3% | +15.3% | +22.6% |
| 6M | -33.1% | +51.8% | -84.9% | -39.8% |
| YTD | -17.3% | +45.4% | -62.8% | -25.7% |
| 1Y | -48.1% | +40.8% | -88.9% | -53.0% |
| 3Y | +154.2% | +448.8% | -294.6% | +60.3% |
| 5Y | +46.2% | +263.4% | -217.2% | +0.4% |
| 10Y | +554.5% | +1,800.1% | -1,245.5% | +251.7% |
| All | +554.5% | +1,325.8% | -771.2% | +251.7% |
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