+216.7%
SMH vs MSTR
+53.1%
+163.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.7% |
| 7D | -11.2% | -1.2% | -10.0% | -10.9% |
| 30D | -25.8% | -15.9% | -9.8% | -23.4% |
| 3M | -18.8% | +33.1% | -51.9% | -23.9% |
| 6M | -15.6% | -31.0% | +15.4% | -11.7% |
| YTD | +28.8% | -15.1% | +44.0% | +27.2% |
| 1Y | +32.6% | -45.6% | +78.2% | +41.4% |
| 3Y | +213.6% | +180.5% | +33.1% | +106.3% |
| All | +216.7% | +53.1% | +163.6% | +129.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling