+113.8%
MSTR vs TRU
-35.2%
+149.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.8% | -1.6% | -2.4% |
| 7D | +9.3% | -7.2% | +16.5% | +15.5% |
| 30D | +36.5% | -2.8% | +39.3% | +39.8% |
| 3M | +7.3% | +13.0% | -5.7% | -3.4% |
| 6M | +2.2% | +0.7% | +1.6% | -1.5% |
| YTD | -10.2% | -9.0% | -1.2% | -7.7% |
| 1Y | -58.6% | -16.3% | -42.3% | -55.5% |
| 3Y | +283.2% | -1.1% | +284.2% | +250.1% |
| 5Y | +113.8% | -36.0% | +149.8% | +258.8% |
| All | +113.8% | -35.2% | +149.0% | +258.8% |
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