+120.4%
MSTR vs THC
+250.3%
-130.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.6% |
| 7D | +12.2% | -0.7% | +12.8% | +12.6% |
| 30D | +45.2% | +1.3% | +43.9% | +44.2% |
| 3M | +10.4% | +64.2% | -53.9% | -12.1% |
| 6M | -2.5% | +8.3% | -10.8% | -7.3% |
| YTD | -6.0% | +33.4% | -39.4% | -19.9% |
| 1Y | -56.4% | +37.7% | -94.1% | -63.7% |
| 3Y | +306.3% | +236.8% | +69.5% | +89.5% |
| All | +120.4% | +250.3% | -130.0% | +12.9% |
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