+2,727.7%
MSTR vs WBD
+330.6%
+2,397.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +756.9% | +19.5% | +737.4% | +728.9% |
| 7D | +756.9% | +19.5% | +737.4% | +728.9% |
| 30D | +756.9% | +19.5% | +737.4% | +728.9% |
| 3M | +756.9% | +19.5% | +737.4% | +728.9% |
| 6M | +756.9% | +19.5% | +737.4% | +728.9% |
| YTD | +756.9% | +19.5% | +737.4% | +728.9% |
| 1Y | +756.9% | +19.5% | +737.4% | +728.9% |
| 3Y | +756.9% | +19.5% | +737.4% | +728.9% |
| 5Y | +756.9% | +19.5% | +737.4% | +728.9% |
| 10Y | +861.5% | +11.8% | +849.7% | +850.8% |
| All | +2,727.7% | +330.6% | +2,397.1% | +1,467.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling