+4,419.4%
SMCI vs MSTR
+1,018.1%
+3,401.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.4% | +5.9% | +4.9% |
| 7D | +6.8% | +12.2% | -5.4% | +3.1% |
| 30D | +30.6% | +45.2% | -14.6% | +17.0% |
| 3M | -15.6% | +10.4% | -26.0% | -19.6% |
| 6M | +21.3% | -2.5% | +23.7% | +18.5% |
| YTD | +35.3% | -6.0% | +41.3% | +31.5% |
| 1Y | -2.7% | -56.4% | +53.7% | +14.7% |
| 3Y | +40.3% | +306.3% | -266.0% | -16.1% |
| 5Y | +941.8% | +100.5% | +841.4% | +524.9% |
| 10Y | +1,687.4% | +741.1% | +946.3% | +385.3% |
| All | +4,419.4% | +1,018.1% | +3,401.3% | +577.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling