-59.6%
MSTR vs USHY
+4.0%
-63.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -1.1% |
| 7D | +7.7% | -0.1% | +7.9% | +9.3% |
| 30D | +36.3% | 0.0% | +36.4% | +37.9% |
| 3M | +13.4% | +0.8% | +12.6% | +7.4% |
| 6M | -4.5% | +1.9% | -6.4% | -13.9% |
| YTD | -12.7% | +2.3% | -14.9% | -21.1% |
| 1Y | -59.6% | +4.1% | -63.8% | -68.4% |
| All | -59.6% | +4.0% | -63.6% | -68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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