+7.0%
WMT vs MSTR
-56.7%
+63.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.2% |
| 7D | +3.9% | +12.2% | -8.2% | +4.0% |
| 30D | -4.4% | +45.2% | -49.6% | -4.0% |
| 3M | -8.8% | +10.4% | -19.2% | -8.1% |
| 6M | -15.6% | -2.5% | -13.2% | -15.3% |
| YTD | -3.2% | -6.0% | +2.8% | -3.8% |
| 1Y | +7.0% | -56.4% | +63.5% | +1.7% |
| All | +7.0% | -56.7% | +63.8% | +1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling