+137.8%
MSTR vs TRU
+57.6%
+80.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -2.8% |
| 7D | -10.7% | +4.4% | -15.1% | -13.0% |
| 30D | -21.6% | +25.2% | -46.8% | -31.9% |
| 3M | +24.4% | +3.8% | +20.6% | +20.7% |
| 6M | -35.5% | +14.3% | -49.7% | -42.1% |
| YTD | -20.3% | -3.9% | -16.4% | -21.4% |
| 1Y | -49.3% | +2.6% | -51.9% | -52.6% |
| 3Y | +137.8% | +58.3% | +79.5% | +99.0% |
| All | +137.8% | +57.6% | +80.2% | +99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 3y: compounded portfolio wealth divided by compounded TRU 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…
3y analysis · Full analysis span regression · 6 months rolling