+2,557.3%
SOXX vs MSTR
+4,037.0%
-1,479.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.4% | +6.0% | +2.5% |
| 7D | +5.6% | +9.3% | -3.7% | +3.3% |
| 30D | -2.7% | +36.5% | -39.2% | -9.6% |
| 3M | -7.5% | +7.3% | -14.8% | -10.4% |
| 6M | +63.5% | +2.2% | +61.3% | +58.7% |
| YTD | +75.7% | -10.2% | +85.8% | +71.8% |
| 1Y | +113.3% | -58.6% | +171.9% | +142.3% |
| 3Y | +227.4% | +283.2% | -55.8% | +97.1% |
| 5Y | +256.2% | +113.8% | +142.4% | +110.9% |
| 10Y | +1,512.5% | +690.7% | +821.7% | +506.8% |
| All | +2,557.3% | +4,037.0% | -1,479.7% | +471.0% |
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