+16,011.1%
STX vs MSTR
+8,660.7%
+7,350.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.7% | +6.6% |
| 7D | +2.4% | +12.2% | -9.8% | -0.1% |
| 30D | +1.4% | +45.2% | -43.8% | -6.0% |
| 3M | -8.2% | +10.4% | -18.6% | -11.1% |
| 6M | +127.0% | -2.5% | +129.5% | +123.4% |
| YTD | +209.1% | -6.0% | +215.2% | +200.7% |
| 1Y | +365.4% | -56.4% | +421.8% | +413.6% |
| 3Y | +1,135.4% | +306.3% | +829.1% | +649.1% |
| 5Y | +991.5% | +100.5% | +891.0% | +558.5% |
| 10Y | +3,695.8% | +741.1% | +2,954.7% | +1,185.6% |
| All | +16,011.1% | +8,660.7% | +7,350.4% | +2,564.8% |
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 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