-49.3%
MSTR vs THC
+51.2%
-100.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.7% |
| 7D | -10.7% | +8.8% | -19.6% | -11.6% |
| 30D | -21.6% | +10.0% | -31.6% | -22.4% |
| 3M | +24.4% | +11.7% | +12.7% | +22.7% |
| 6M | -35.5% | +52.5% | -87.9% | -39.0% |
| YTD | -20.3% | +46.1% | -66.4% | -24.7% |
| 1Y | -49.3% | +49.1% | -98.4% | -52.5% |
| All | -49.3% | +51.2% | -100.5% | -52.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling