+47.9%
MSTR vs TRI
-0.5%
+48.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.7% | -3.7% |
| 7D | -10.7% | -1.6% | -9.1% | -10.1% |
| 30D | -21.6% | +5.0% | -26.6% | -25.3% |
| 3M | +24.4% | +4.6% | +19.8% | +18.2% |
| 6M | -35.5% | +18.3% | -53.8% | -46.2% |
| YTD | -20.3% | -14.7% | -5.6% | -11.3% |
| 1Y | -49.3% | -16.7% | -32.6% | -42.5% |
| 3Y | +137.8% | -11.3% | +149.1% | +93.0% |
| All | +47.9% | -0.5% | +48.5% | -24.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling