+48.3%
MSTR vs TRV
+179.5%
-131.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.0% | -3.8% |
| 7D | -10.7% | +1.4% | -12.1% | -10.9% |
| 30D | -21.6% | +8.7% | -30.2% | -22.7% |
| 3M | +24.4% | +7.1% | +17.3% | +22.8% |
| 6M | -35.5% | +35.5% | -71.0% | -39.2% |
| YTD | -20.3% | +39.7% | -60.1% | -25.6% |
| 1Y | -49.3% | +44.1% | -93.4% | -53.1% |
| 3Y | +137.8% | +148.1% | -10.3% | +86.3% |
| 5Y | +48.3% | +178.6% | -130.2% | +10.8% |
| All | +48.3% | +179.5% | -131.2% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling