+635.3%
STX vs MSTR
+140.2%
+495.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.6% | +2.7% | -0.5% |
| 7D | -17.3% | -10.7% | -6.5% | -16.2% |
| 30D | -35.9% | -21.6% | -14.4% | -34.2% |
| 3M | -37.3% | +24.4% | -61.7% | -38.8% |
| 6M | -35.8% | -35.5% | -0.3% | -33.7% |
| YTD | +82.7% | -20.3% | +103.1% | +83.1% |
| 1Y | +71.6% | -49.3% | +120.9% | +78.0% |
| 3Y | +635.3% | +137.8% | +497.5% | +642.8% |
| All | +635.3% | +140.2% | +495.1% | +642.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling