+14,038.6%
MSTR vs TRI
+561.6%
+13,477.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.4% | +4.0% | +1.6% |
| 7D | +12.2% | -0.5% | +12.7% | +12.8% |
| 30D | +45.2% | +7.9% | +37.3% | +39.5% |
| 3M | +10.4% | +24.1% | -13.7% | -4.5% |
| 6M | -2.5% | +3.8% | -6.3% | -9.4% |
| YTD | -6.0% | -16.9% | +10.8% | -1.5% |
| 1Y | -56.4% | -38.4% | -18.0% | -45.8% |
| 3Y | +306.3% | -12.2% | +318.5% | +306.9% |
| 5Y | +100.5% | -1.8% | +102.3% | +94.3% |
| 10Y | +741.1% | +207.6% | +533.5% | +321.6% |
| All | +14,038.6% | +561.6% | +13,477.0% | +2,626.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling