+48.3%
MSTR vs TRU
-26.4%
+74.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -2.7% |
| 7D | -10.7% | +4.4% | -15.1% | -13.5% |
| 30D | -21.6% | +25.2% | -46.8% | -33.9% |
| 3M | +24.4% | +3.8% | +20.6% | +19.6% |
| 6M | -35.5% | +14.3% | -49.7% | -43.7% |
| YTD | -20.3% | -3.9% | -16.4% | -22.5% |
| 1Y | -49.3% | +2.6% | -51.9% | -53.7% |
| 3Y | +137.8% | +58.3% | +79.5% | +43.9% |
| 5Y | +48.3% | -25.2% | +73.5% | +106.3% |
| All | +48.3% | -26.4% | +74.8% | +106.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling