+93.2%
SMH vs MSTR
-58.7%
+151.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.4% | +5.6% | +1.9% |
| 7D | +5.2% | +9.3% | -4.1% | +3.3% |
| 30D | -1.5% | +36.5% | -38.0% | -7.4% |
| 3M | -4.1% | +7.3% | -11.4% | -5.9% |
| 6M | +50.8% | +2.2% | +48.5% | +48.1% |
| YTD | +59.3% | -10.2% | +69.5% | +57.0% |
| All | +93.2% | -58.7% | +151.9% | +132.4% |
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 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