+113.8%
MSTR vs WWD
+192.1%
-78.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.0% | -2.4% | -2.9% |
| 7D | +9.3% | +0.8% | +8.5% | +8.9% |
| 30D | +36.5% | -6.4% | +42.9% | +42.4% |
| 3M | +7.3% | -5.6% | +12.9% | +7.8% |
| 6M | +2.2% | -9.1% | +11.3% | +4.3% |
| YTD | -10.2% | +12.5% | -22.7% | -24.6% |
| 1Y | -58.6% | +41.3% | -99.9% | -72.7% |
| 3Y | +283.2% | +170.2% | +113.0% | +21.5% |
| 5Y | +113.8% | +192.5% | -78.7% | -39.6% |
| All | +113.8% | +192.1% | -78.3% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WWD 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling