-56.4%
MSTR vs WY
-5.4%
-51.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | +12.2% | -2.6% | +14.8% | +12.1% |
| 30D | +45.2% | -10.9% | +56.1% | +43.7% |
| 3M | +10.4% | -6.0% | +16.4% | +9.8% |
| 6M | -2.5% | -5.6% | +3.2% | -3.5% |
| YTD | -6.0% | -1.1% | -4.9% | -8.6% |
| 1Y | -56.4% | -7.5% | -48.9% | -53.0% |
| All | -56.4% | -5.4% | -51.0% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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