+11,227.7%
MSTR vs TRI
+584.0%
+10,643.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.4% | -6.9% | -6.7% |
| 7D | -11.5% | -7.5% | -4.0% | -7.9% |
| 30D | -24.8% | +3.9% | -28.7% | -27.4% |
| 3M | +20.6% | +7.2% | +13.5% | +14.1% |
| 6M | -38.0% | +27.0% | -64.9% | -48.9% |
| YTD | -24.7% | -14.0% | -10.7% | -24.1% |
| 1Y | -49.1% | -17.7% | -31.4% | -47.4% |
| 3Y | +124.7% | -10.7% | +135.3% | +118.3% |
| 5Y | +40.9% | +0.6% | +40.3% | +32.1% |
| 10Y | +481.5% | +225.3% | +256.2% | +177.3% |
| All | +11,227.7% | +584.0% | +10,643.7% | +2,001.4% |
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