+48.3%
MSTR vs THC
+266.8%
-218.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.8% |
| 7D | -10.7% | +8.8% | -19.6% | -13.8% |
| 30D | -21.6% | +10.0% | -31.6% | -24.7% |
| 3M | +24.4% | +11.7% | +12.7% | +18.3% |
| 6M | -35.5% | +52.5% | -87.9% | -47.3% |
| YTD | -20.3% | +46.1% | -66.4% | -35.2% |
| 1Y | -49.3% | +49.1% | -98.4% | -59.3% |
| 3Y | +137.8% | +439.6% | -301.9% | -20.3% |
| 5Y | +48.3% | +263.2% | -214.8% | -34.8% |
| All | +48.3% | +266.8% | -218.5% | -34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling