-56.4%
MSTR vs VRSK
-30.3%
-26.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | -1.6% |
| 7D | +12.2% | -3.1% | +15.3% | +11.9% |
| 30D | +45.2% | -1.6% | +46.7% | +44.7% |
| 3M | +10.4% | +3.5% | +6.9% | +11.1% |
| 6M | -2.5% | -13.4% | +10.9% | -0.5% |
| YTD | -6.0% | -16.5% | +10.5% | -4.7% |
| 1Y | -56.4% | -30.6% | -25.8% | -56.5% |
| All | -56.4% | -30.3% | -26.2% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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