+1,007.3%
SMH vs MSTR
+469.9%
+537.4%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -23.3% |
| 3M | -18.8% | +33.1% | -51.9% | -24.1% |
| 6M | -15.6% | -31.0% | +15.4% | -11.7% |
| YTD | +28.8% | -15.1% | +44.0% | +27.0% |
| 1Y | +32.6% | -45.6% | +78.2% | +41.5% |
| 3Y | +213.6% | +180.5% | +33.1% | +109.6% |
| 5Y | +222.4% | +61.7% | +160.8% | +110.7% |
| 10Y | +1,429.6% | +578.0% | +851.6% | +559.4% |
| All | +1,007.3% | +469.9% | +537.4% | +223.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling