+1,046.2%
MSTR vs TRV
+1,713.3%
-667.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.0% | -4.2% |
| 7D | -10.7% | +1.4% | -12.1% | -11.2% |
| 30D | -21.6% | +8.7% | -30.2% | -24.2% |
| 3M | +24.4% | +7.1% | +17.3% | +20.7% |
| 6M | -35.5% | +35.5% | -71.0% | -43.6% |
| YTD | -20.3% | +39.7% | -60.1% | -31.6% |
| 1Y | -49.3% | +44.1% | -93.4% | -57.1% |
| 3Y | +137.8% | +148.1% | -10.3% | +56.1% |
| 5Y | +48.3% | +178.6% | -130.2% | -8.9% |
| 10Y | +526.8% | +352.5% | +174.2% | +192.2% |
| All | +1,046.2% | +1,713.3% | -667.1% | +124.2% |
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