+9,423.5%
STX vs MSTR
+7,327.6%
+2,095.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.6% | +2.7% | -0.3% |
| 7D | -17.3% | -10.7% | -6.5% | -15.5% |
| 30D | -35.9% | -21.6% | -14.4% | -33.1% |
| 3M | -37.3% | +24.4% | -61.7% | -40.4% |
| 6M | -35.8% | -35.5% | -0.3% | -32.1% |
| YTD | +82.7% | -20.3% | +103.1% | +82.6% |
| 1Y | +71.6% | -49.3% | +120.9% | +85.0% |
| 3Y | +635.3% | +137.8% | +497.5% | +396.8% |
| 5Y | +483.8% | +48.3% | +435.5% | +275.1% |
| 10Y | +1,967.8% | +526.8% | +1,441.0% | +647.7% |
| All | +9,423.5% | +7,327.6% | +2,095.9% | +1,518.7% |
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