+4,008.0%
MSTR vs WBD
+219.7%
+3,788.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.6% | -1.7% |
| 7D | -9.7% | +3.1% | -12.8% | -10.7% |
| 30D | -21.6% | +34.4% | -56.0% | -29.7% |
| 3M | -39.5% | +110.6% | -150.2% | -55.4% |
| 6M | -42.6% | +153.4% | -195.9% | -60.8% |
| YTD | -17.5% | +117.4% | -134.9% | -40.5% |
| 1Y | -11.7% | +150.3% | -162.0% | -40.0% |
| 3Y | +1,265.0% | +112.8% | +1,152.3% | +832.5% |
| 5Y | +1,183.3% | +0.3% | +1,183.1% | +962.0% |
| 10Y | +1,269.3% | -23.6% | +1,292.9% | +1,036.9% |
| All | +4,008.0% | +219.7% | +3,788.3% | +1,775.6% |
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