+40.4%
SMCI vs MSTR
+273.8%
-233.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -2.5% |
| 7D | +5.2% | +7.7% | -2.5% | +2.3% |
| 30D | +23.7% | +36.3% | -12.6% | +10.9% |
| 3M | -4.2% | +13.4% | -17.6% | -10.3% |
| 6M | +21.7% | -4.5% | +26.2% | +19.5% |
| YTD | +33.0% | -12.7% | +45.7% | +31.6% |
| 1Y | -9.3% | -59.6% | +50.3% | +12.7% |
| All | +40.4% | +273.8% | -233.4% | -13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling