+1,252.0%
MSTR vs TROW
+1,231.6%
+20.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -0.8% |
| 7D | +12.2% | -1.3% | +13.5% | +13.2% |
| 30D | +45.2% | -4.5% | +49.7% | +49.6% |
| 3M | +10.4% | +3.9% | +6.5% | +8.7% |
| 6M | -2.5% | +22.6% | -25.1% | -12.4% |
| YTD | -6.0% | +10.1% | -16.2% | -9.7% |
| 1Y | -56.4% | +3.6% | -60.0% | -56.6% |
| 3Y | +306.3% | +12.4% | +293.9% | +293.8% |
| 5Y | +100.5% | -37.5% | +138.0% | +183.0% |
| 10Y | +741.1% | +130.0% | +611.1% | +495.9% |
| All | +1,252.0% | +1,231.6% | +20.4% | +198.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling