-56.4%
MSTR vs W
+25.7%
-82.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.5% | -3.9% | -1.9% |
| 7D | +12.2% | -4.2% | +16.3% | +13.1% |
| 30D | +45.2% | -7.6% | +52.7% | +47.4% |
| 3M | +10.4% | +37.2% | -26.8% | +2.6% |
| 6M | -2.5% | +26.3% | -28.8% | -8.4% |
| YTD | -6.0% | -1.0% | -5.0% | -10.2% |
| 1Y | -56.4% | +20.1% | -76.5% | -58.7% |
| All | -56.4% | +25.7% | -82.1% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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