-59.8%
MSTR vs ZYBT
-79.2%
+19.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.5% | +4.4% | +1.9% |
| 7D | -8.3% | -3.7% | -4.6% | -8.3% |
| 30D | +38.1% | 0.0% | +38.1% | +38.1% |
| 3M | +9.0% | +72.2% | -63.2% | +6.4% |
| 6M | -5.3% | +103.1% | -108.5% | -11.6% |
| YTD | -13.8% | +34.8% | -48.6% | -17.6% |
| 1Y | -59.8% | -83.2% | +23.3% | -57.2% |
| All | -59.8% | -79.2% | +19.4% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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