+66.5%
STX vs MSTR
-48.9%
+115.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -28.5% | -1.2% | -27.3% | -28.1% |
| 30D | -42.9% | -15.9% | -27.0% | -40.9% |
| 3M | -45.9% | +33.1% | -79.0% | -48.7% |
| 6M | -41.3% | -31.0% | -10.3% | -38.0% |
| YTD | +67.9% | -15.1% | +83.1% | +60.6% |
| 1Y | +66.5% | -45.6% | +112.2% | +72.7% |
| All | +66.5% | -48.9% | +115.4% | +72.7% |
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