+443.6%
STX vs MSTR
+53.1%
+390.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | -28.5% | -1.2% | -27.3% | -28.3% |
| 30D | -42.9% | -15.9% | -27.0% | -41.6% |
| 3M | -45.9% | +33.1% | -79.0% | -48.1% |
| 6M | -41.3% | -31.0% | -10.3% | -39.4% |
| YTD | +67.9% | -15.1% | +83.1% | +66.9% |
| 1Y | +66.5% | -45.6% | +112.2% | +74.0% |
| 3Y | +588.0% | +180.5% | +407.5% | +415.9% |
| All | +443.6% | +53.1% | +390.5% | +357.3% |
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