+113.8%
MSTR vs TRV
+156.0%
-42.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.4% | -4.2% |
| 7D | +9.3% | +0.5% | +8.8% | +9.3% |
| 30D | +36.5% | -4.9% | +41.4% | +37.8% |
| 3M | +7.3% | +23.7% | -16.4% | +2.5% |
| 6M | +2.2% | +20.3% | -18.1% | -1.8% |
| YTD | -10.2% | +27.1% | -37.2% | -14.9% |
| 1Y | -58.6% | +35.3% | -94.0% | -61.6% |
| 3Y | +283.2% | +139.8% | +143.4% | +194.1% |
| 5Y | +113.8% | +153.9% | -40.1% | +62.0% |
| All | +113.8% | +156.0% | -42.2% | +62.0% |
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