-45.4%
MSTR vs WETO
-99.4%
+54.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.4% | +7.3% | +1.9% |
| 7D | -8.3% | -4.3% | -4.0% | -8.3% |
| 30D | +38.1% | -39.9% | +78.0% | +37.4% |
| 3M | +9.0% | -97.9% | +106.9% | +20.4% |
| 6M | -5.3% | -95.0% | +89.7% | -4.5% |
| YTD | -13.8% | -97.2% | +83.4% | -8.9% |
| 1Y | -59.8% | -98.9% | +39.1% | -54.8% |
| All | -45.4% | -99.4% | +54.0% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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