+247.9%
SOXX vs MSTR
+115.1%
+132.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.9% | 0.0% | +1.5% |
| 7D | +1.4% | -8.3% | +9.7% | +3.0% |
| 30D | -3.6% | +38.1% | -41.7% | -10.0% |
| 3M | -10.2% | +9.0% | -19.2% | -13.0% |
| 6M | +54.2% | -5.3% | +59.6% | +52.4% |
| YTD | +75.2% | -13.8% | +89.0% | +73.2% |
| 1Y | +107.5% | -59.8% | +167.3% | +135.0% |
| 3Y | +226.8% | +282.2% | -55.4% | +99.0% |
| All | +247.9% | +115.1% | +132.8% | +113.4% |
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