-40.3%
NOW vs MSTR
-48.3%
+8.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.1% | +2.9% |
| 7D | -5.6% | -14.2% | +8.6% | -2.4% |
| 30D | -26.8% | -19.9% | -6.9% | -23.3% |
| 3M | -19.4% | +27.3% | -46.8% | -23.5% |
| 6M | +12.3% | -37.6% | +49.9% | +18.8% |
| YTD | -32.9% | -19.5% | -13.4% | -31.2% |
| 1Y | -40.3% | -47.1% | +6.8% | -37.4% |
| All | -40.3% | -48.3% | +8.0% | -37.4% |
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