-60.6%
MSTR vs TROW
+6.0%
-66.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -2.9% |
| 7D | -11.2% | -3.0% | -8.2% | -7.5% |
| 30D | +33.8% | -5.5% | +39.2% | +44.7% |
| 3M | +11.5% | +2.3% | +9.2% | +9.1% |
| 6M | -7.2% | +23.9% | -31.1% | -28.1% |
| YTD | -15.4% | +7.9% | -23.3% | -25.8% |
| 1Y | -60.6% | +6.1% | -66.7% | -64.5% |
| All | -60.6% | +6.0% | -66.6% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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