-47.1%
MSTR vs TRI
-16.5%
-30.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.0% |
| 7D | -14.2% | -7.2% | -7.0% | -13.2% |
| 30D | -19.9% | +4.4% | -24.3% | -21.1% |
| 3M | +27.3% | +4.5% | +22.8% | +25.4% |
| 6M | -37.6% | +23.7% | -61.3% | -39.9% |
| YTD | -19.5% | -14.4% | -5.1% | -24.5% |
| 1Y | -47.1% | -17.4% | -29.7% | -51.2% |
| All | -47.1% | -16.5% | -30.6% | -51.2% |
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