+677.4%
MSTR vs VALE
+493.0%
+184.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.5% |
| 7D | +7.7% | -1.8% | +9.6% | +8.2% |
| 30D | +36.3% | +6.7% | +29.7% | +33.4% |
| 3M | +13.4% | +4.9% | +8.5% | +11.7% |
| 6M | -4.5% | +3.6% | -8.1% | -5.5% |
| YTD | -12.7% | +21.9% | -34.5% | -18.2% |
| 1Y | -59.6% | +61.6% | -121.2% | -65.5% |
| 3Y | +272.5% | +52.1% | +220.3% | +221.9% |
| 5Y | +107.1% | +43.2% | +64.0% | +80.3% |
| 10Y | +677.4% | +521.5% | +155.9% | +477.1% |
| All | +677.4% | +493.0% | +184.4% | +477.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VALE 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling