-62.3%
MSTR vs ZYBT
-57.8%
-4.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.1% |
| 7D | -11.2% | -2.5% | -8.8% | -11.2% |
| 30D | +33.8% | -1.2% | +35.0% | +33.8% |
| 3M | +11.5% | +76.7% | -65.2% | +7.2% |
| 6M | -7.2% | +103.6% | -110.7% | -12.9% |
| YTD | -15.4% | +38.3% | -53.7% | -19.1% |
| 1Y | -60.6% | -84.7% | +24.1% | -59.3% |
| All | -62.3% | -57.8% | -4.5% | -69.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling