-42.3%
MSTR vs WPM
+38.8%
-81.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +12.0% | -6.9% | -1.8% |
| 7D | -1.8% | +3.9% | -5.7% | -4.1% |
| 30D | -13.3% | -3.5% | -9.8% | -11.6% |
| 3M | +46.0% | +14.1% | +31.9% | +36.9% |
| 6M | -22.4% | +6.2% | -28.7% | -24.6% |
| YTD | -6.2% | +12.4% | -18.6% | -14.5% |
| 1Y | -42.3% | +40.0% | -82.2% | -54.9% |
| All | -42.3% | +38.8% | -81.1% | -54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling