+41.6%
SMH vs MSTR
-50.1%
+91.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.4% | -0.5% | -2.5% |
| 7D | +4.9% | -13.4% | +18.3% | +7.6% |
| 30D | -13.8% | -22.1% | +8.3% | -9.9% |
| 3M | -17.4% | +15.0% | -32.3% | -19.5% |
| 6M | -15.0% | -37.3% | +22.3% | -8.8% |
| YTD | +35.2% | -26.5% | +61.7% | +36.2% |
| 1Y | +41.6% | -46.5% | +88.1% | +49.2% |
| All | +41.6% | -50.1% | +91.7% | +49.2% |
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 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