+120.4%
MSTR vs VRSN
+34.9%
+85.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | +12.2% | +0.1% | +12.1% | +12.2% |
| 30D | +45.2% | -0.2% | +45.3% | +45.3% |
| 3M | +10.4% | -0.3% | +10.7% | +8.6% |
| 6M | -2.5% | +23.0% | -25.5% | -22.0% |
| YTD | -6.0% | +21.3% | -27.4% | -25.9% |
| 1Y | -56.4% | +6.7% | -63.1% | -61.0% |
| 3Y | +306.3% | +45.0% | +261.3% | +133.5% |
| All | +120.4% | +34.9% | +85.4% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 5y: compounded portfolio wealth divided by compounded VRSN 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…
5y analysis · Full analysis span regression · 6 months rolling