-30.8%
MSTR vs WM
+7.2%
-38.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.2% | -10.5% | -8.1% |
| 7D | -8.7% | +4.5% | -13.2% | -4.3% |
| 30D | -21.4% | +16.1% | -37.5% | -6.7% |
| 3M | +31.4% | +8.0% | +23.4% | +42.9% |
| 6M | -30.8% | +8.4% | -39.2% | -21.9% |
| All | -30.8% | +7.2% | -38.0% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 6mo: compounded portfolio wealth divided by compounded WM 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…
6mo analysis · Full analysis span regression · 6 months rolling