+967.2%
SMCI vs MSTR
+105.7%
+861.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -2.6% |
| 7D | +5.2% | +7.7% | -2.5% | +2.8% |
| 30D | +23.7% | +36.3% | -12.6% | +13.1% |
| 3M | -4.2% | +13.4% | -17.6% | -9.3% |
| 6M | +21.7% | -4.5% | +26.2% | +19.9% |
| YTD | +33.0% | -12.7% | +45.7% | +32.0% |
| 1Y | -9.3% | -59.6% | +50.3% | +8.2% |
| 3Y | +38.7% | +272.5% | -233.8% | -4.1% |
| 5Y | +967.2% | +107.1% | +860.0% | +633.8% |
| All | +967.2% | +105.7% | +861.5% | +633.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling