+113.8%
MSTR vs WBD
+0.6%
+113.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.2% |
| 7D | +9.3% | -0.7% | +10.0% | +9.7% |
| 30D | +36.5% | +5.0% | +31.5% | +33.6% |
| 3M | +7.3% | +6.2% | +1.1% | +4.2% |
| 6M | +2.2% | +0.6% | +1.6% | +1.8% |
| YTD | -10.2% | -2.4% | -7.7% | -9.3% |
| 1Y | -58.6% | +127.7% | -186.3% | -72.5% |
| 3Y | +283.2% | +148.4% | +134.8% | +121.7% |
| 5Y | +113.8% | +4.2% | +109.5% | +90.3% |
| All | +113.8% | +0.6% | +113.2% | +90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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