+1,631.6%
WMT vs MSTR
+1,685.0%
-53.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.1% |
| 7D | +3.9% | +12.2% | -8.2% | +3.3% |
| 30D | -4.4% | +45.2% | -49.6% | -6.2% |
| 3M | -8.8% | +10.4% | -19.2% | -9.6% |
| 6M | -15.6% | -2.5% | -13.2% | -16.1% |
| YTD | -3.2% | -6.0% | +2.8% | -4.0% |
| 1Y | +7.0% | -56.4% | +63.5% | +9.6% |
| 3Y | +105.3% | +306.3% | -201.0% | +82.1% |
| 5Y | +129.3% | +100.5% | +28.8% | +102.1% |
| 10Y | +423.9% | +741.1% | -317.2% | +314.3% |
| All | +1,631.6% | +1,685.0% | -53.4% | +830.9% |
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