+339.4%
SMH vs MSTR
+110.6%
+228.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.4% | +5.6% | +2.0% |
| 7D | +5.2% | +9.3% | -4.1% | +3.2% |
| 30D | -1.5% | +36.5% | -38.0% | -7.7% |
| 3M | -4.1% | +7.3% | -11.4% | -6.7% |
| 6M | +50.8% | +2.2% | +48.5% | +46.8% |
| YTD | +59.3% | -10.2% | +69.5% | +56.3% |
| 1Y | +94.1% | -58.6% | +152.7% | +117.8% |
| 3Y | +286.7% | +283.2% | +3.5% | +137.7% |
| 5Y | +339.4% | +113.8% | +225.7% | +169.8% |
| All | +339.4% | +110.6% | +228.8% | +169.8% |
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