+1,058.3%
MSTR vs WEC
+1,883.1%
-824.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.0% |
| 7D | -14.2% | -0.5% | -13.6% | -14.1% |
| 30D | -19.9% | +12.0% | -31.8% | -21.5% |
| 3M | +27.3% | +11.1% | +16.3% | +24.8% |
| 6M | -37.6% | +6.0% | -43.5% | -38.4% |
| YTD | -19.5% | +14.3% | -33.8% | -21.7% |
| 1Y | -47.1% | +8.0% | -55.1% | -48.1% |
| 3Y | +140.3% | +62.8% | +77.4% | +115.5% |
| 5Y | +49.5% | +55.3% | -5.8% | +35.2% |
| 10Y | +521.9% | +193.2% | +328.7% | +357.0% |
| All | +1,058.3% | +1,883.1% | -824.7% | +548.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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