+1,124.1%
MSTR vs WEC
+1,897.4%
-773.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.2% | -9.5% | -9.3% |
| 7D | -8.7% | +3.2% | -11.9% | -9.2% |
| 30D | -21.4% | +14.7% | -36.1% | -23.3% |
| 3M | +31.4% | +10.2% | +21.2% | +29.0% |
| 6M | -30.8% | +4.5% | -35.3% | -31.6% |
| YTD | -14.9% | +15.1% | -30.0% | -17.4% |
| 1Y | -49.3% | +9.4% | -58.7% | -50.3% |
| 3Y | +184.8% | +56.9% | +127.9% | +157.4% |
| 5Y | +62.1% | +54.4% | +7.7% | +46.7% |
| 10Y | +580.0% | +183.5% | +396.5% | +404.4% |
| All | +1,124.1% | +1,897.4% | -773.3% | +584.4% |
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