-49.3%
MSTR vs WY
-6.9%
-42.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.4% | -1.2% | -4.0% |
| 7D | -10.7% | +0.2% | -10.9% | -10.7% |
| 30D | -21.6% | +8.0% | -29.6% | -20.0% |
| 3M | +24.4% | -17.7% | +42.1% | +21.4% |
| 6M | -35.5% | -10.8% | -24.7% | -36.5% |
| YTD | -20.3% | -10.6% | -9.7% | -22.8% |
| 1Y | -49.3% | -5.7% | -43.6% | -50.5% |
| All | -49.3% | -6.9% | -42.4% | -50.5% |
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