-39.8%
NOW vs MSTR
-50.1%
+10.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +2.1% |
| 7D | +0.3% | -13.4% | +13.7% | +3.4% |
| 30D | -27.0% | -22.1% | -4.9% | -22.9% |
| 3M | -19.6% | +15.0% | -34.6% | -22.1% |
| 6M | +17.5% | -37.3% | +54.8% | +24.7% |
| YTD | -33.3% | -26.5% | -6.7% | -30.1% |
| 1Y | -39.8% | -46.5% | +6.6% | -35.7% |
| All | -39.8% | -50.1% | +10.3% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 MSTR 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