+1,487.3%
SMH vs MSTR
+524.4%
+963.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.6% | +2.8% | -0.1% |
| 7D | -6.7% | -10.7% | +4.0% | -4.8% |
| 30D | -19.8% | -21.6% | +1.7% | -16.3% |
| 3M | -15.1% | +24.4% | -39.5% | -19.4% |
| 6M | -14.6% | -35.5% | +20.8% | -9.7% |
| YTD | +34.3% | -20.3% | +54.6% | +34.0% |
| 1Y | +35.2% | -49.3% | +84.5% | +45.9% |
| 3Y | +211.7% | +137.8% | +73.9% | +116.7% |
| 5Y | +240.5% | +48.3% | +192.2% | +123.9% |
| 10Y | +1,487.3% | +526.8% | +960.6% | +419.4% |
| All | +1,487.3% | +524.4% | +963.0% | +419.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling