+10,374.7%
STX vs MSTR
+7,406.1%
+2,968.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +1.1% | +8.9% | +9.8% |
| 7D | -1.0% | -14.2% | +13.2% | +1.9% |
| 30D | -26.8% | -19.9% | -6.9% | -23.8% |
| 3M | -32.7% | +27.3% | -60.0% | -36.2% |
| 6M | -33.7% | -37.6% | +3.8% | -29.5% |
| YTD | +101.0% | -19.5% | +120.5% | +100.5% |
| 1Y | +92.7% | -47.1% | +139.8% | +106.2% |
| 3Y | +708.7% | +140.3% | +568.4% | +445.5% |
| 5Y | +504.0% | +49.5% | +454.5% | +287.7% |
| 10Y | +2,108.4% | +521.9% | +1,586.5% | +701.2% |
| All | +10,374.7% | +7,406.1% | +2,968.5% | +1,677.3% |
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 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