+113.9%
SOXX vs MSTR
-56.7%
+170.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +4.9% | +3.8% |
| 7D | +2.2% | +12.2% | -10.0% | -0.3% |
| 30D | -2.0% | +45.2% | -47.2% | -9.6% |
| 3M | -13.7% | +10.4% | -24.1% | -15.8% |
| 6M | +52.4% | -2.5% | +54.9% | +50.8% |
| YTD | +72.8% | -6.0% | +78.8% | +69.1% |
| 1Y | +113.9% | -56.4% | +170.3% | +164.8% |
| All | +113.9% | -56.7% | +170.6% | +164.8% |
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 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