-46.5%
MSTR vs THC
+43.7%
-90.2%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.4% |
| 7D | -13.4% | +1.0% | -14.4% | -13.5% |
| 30D | -22.1% | +5.3% | -27.4% | -22.5% |
| 3M | +15.0% | +7.1% | +7.8% | +14.0% |
| 6M | -37.3% | +46.0% | -83.3% | -40.3% |
| YTD | -26.5% | +43.9% | -70.5% | -30.2% |
| 1Y | -46.5% | +45.4% | -91.9% | -49.4% |
| All | -46.5% | +43.7% | -90.2% | -49.4% |
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