-56.4%
MSTR vs TRI
-38.3%
-18.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.4% | +4.0% | -0.4% |
| 7D | +12.2% | -0.5% | +12.7% | +12.4% |
| 30D | +45.2% | +7.9% | +37.3% | +43.9% |
| 3M | +10.4% | +24.1% | -13.7% | +6.5% |
| 6M | -2.5% | +3.8% | -6.3% | -1.8% |
| YTD | -6.0% | -16.9% | +10.8% | -9.6% |
| 1Y | -56.4% | -38.4% | -18.0% | -62.8% |
| All | -56.4% | -38.3% | -18.2% | -62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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