-45.5%
MSTR vs WPM
+30.2%
-75.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.8% | +1.5% |
| 7D | -14.2% | +3.1% | -17.3% | -15.9% |
| 30D | -19.9% | -1.8% | -18.0% | -19.4% |
| 3M | +27.3% | +1.0% | +26.3% | +26.6% |
| 6M | -37.6% | -5.4% | -32.1% | -36.8% |
| YTD | -19.5% | +15.9% | -35.4% | -28.4% |
| All | -45.5% | +30.2% | -75.8% | -54.1% |
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