+476.2%
STX vs MSTR
+36.1%
+440.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.7% | -2.8% |
| 7D | +14.6% | -13.4% | +28.0% | +16.7% |
| 30D | -26.0% | -22.1% | -3.9% | -23.5% |
| 3M | -42.6% | +15.0% | -57.6% | -43.9% |
| 6M | -35.3% | -37.3% | +2.0% | -32.3% |
| YTD | +92.5% | -26.5% | +119.0% | +94.8% |
| 1Y | +102.4% | -46.5% | +148.9% | +112.1% |
| 3Y | +673.8% | +121.1% | +552.7% | +499.9% |
| All | +476.2% | +36.1% | +440.0% | +368.6% |
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