-49.3%
MSTR vs WSM
+34.5%
-83.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.5% | -3.6% |
| 7D | -10.7% | +3.1% | -13.8% | -12.0% |
| 30D | -21.6% | +8.5% | -30.1% | -24.8% |
| 3M | +24.4% | +4.6% | +19.8% | +20.6% |
| 6M | -35.5% | +44.5% | -80.0% | -48.0% |
| YTD | -20.3% | +48.4% | -68.8% | -32.8% |
| 1Y | -49.3% | +36.2% | -85.5% | -56.4% |
| All | -49.3% | +34.5% | -83.8% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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