-60.6%
MSTR vs TRV
+37.5%
-98.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | -11.2% | -1.8% | -9.4% | -11.6% |
| 30D | +33.8% | -2.1% | +35.9% | +33.0% |
| 3M | +11.5% | +21.2% | -9.7% | +19.6% |
| 6M | -7.2% | +22.0% | -29.2% | +0.3% |
| YTD | -15.4% | +27.7% | -43.1% | -4.4% |
| 1Y | -60.6% | +36.6% | -97.2% | -54.5% |
| All | -60.6% | +37.5% | -98.2% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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