+1,252.0%
MSTR vs TRV
+1,565.4%
-313.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.9% |
| 7D | +12.2% | -0.1% | +12.3% | +12.4% |
| 30D | +45.2% | -3.4% | +48.6% | +47.2% |
| 3M | +10.4% | +26.4% | -16.0% | -0.5% |
| 6M | -2.5% | +19.3% | -21.8% | -10.0% |
| YTD | -6.0% | +28.3% | -34.4% | -16.3% |
| 1Y | -56.4% | +34.3% | -90.7% | -62.1% |
| 3Y | +306.3% | +140.1% | +166.1% | +169.9% |
| 5Y | +100.5% | +155.7% | -55.2% | +27.8% |
| 10Y | +741.1% | +285.5% | +455.5% | +319.9% |
| All | +1,252.0% | +1,565.4% | -313.4% | +174.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling