-2.7%
SMCI vs MSTR
-56.7%
+54.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.4% | +5.9% | +5.0% |
| 7D | +6.8% | +12.2% | -5.4% | +2.6% |
| 30D | +30.6% | +45.2% | -14.6% | +14.7% |
| 3M | -15.6% | +10.4% | -26.0% | -18.0% |
| 6M | +21.3% | -2.5% | +23.7% | +21.8% |
| YTD | +35.3% | -6.0% | +41.3% | +31.8% |
| 1Y | -2.7% | -56.4% | +53.7% | +29.0% |
| All | -2.7% | -56.7% | +54.0% | +29.0% |
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