-56.4%
MSTR vs V
+7.8%
-64.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.4% |
| 7D | +12.2% | -1.7% | +13.9% | +12.2% |
| 30D | +45.2% | +2.0% | +43.2% | +45.1% |
| 3M | +10.4% | +17.4% | -7.0% | +11.1% |
| 6M | -2.5% | +17.5% | -20.0% | -3.1% |
| YTD | -6.0% | +7.6% | -13.6% | -8.8% |
| 1Y | -56.4% | +7.7% | -64.1% | -56.7% |
| All | -56.4% | +7.8% | -64.2% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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