+279.8%
SMH vs MSTR
+312.1%
-32.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +4.0% | +2.8% |
| 7D | +2.5% | +12.2% | -9.7% | +0.6% |
| 30D | -0.5% | +45.2% | -45.6% | -6.3% |
| 3M | -9.6% | +10.4% | -20.0% | -11.8% |
| 6M | +42.1% | -2.5% | +44.6% | +40.2% |
| YTD | +57.4% | -6.0% | +63.5% | +54.3% |
| 1Y | +96.2% | -56.4% | +152.6% | +113.0% |
| All | +279.8% | +312.1% | -32.3% | +217.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling