+1,785.1%
MSTR vs VRSK
+583.6%
+1,201.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.5% | +1.1% | -1.9% |
| 7D | +9.3% | -9.7% | +19.0% | +14.6% |
| 30D | +36.5% | -8.5% | +45.0% | +42.4% |
| 3M | +7.3% | -1.7% | +9.0% | +6.9% |
| 6M | +2.2% | -17.9% | +20.1% | +9.6% |
| YTD | -10.2% | -21.1% | +11.0% | -2.1% |
| 1Y | -58.6% | -35.1% | -23.5% | -50.5% |
| 3Y | +283.2% | -26.7% | +309.9% | +310.7% |
| 5Y | +113.8% | -12.0% | +125.8% | +109.4% |
| 10Y | +690.7% | +122.9% | +567.9% | +376.1% |
| All | +1,785.1% | +583.6% | +1,201.5% | +590.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling