-42.3%
MSTR vs ACI
-18.4%
-23.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.5% | +1.6% | +5.1% |
| 7D | -1.8% | +4.5% | -6.3% | -1.7% |
| 30D | -13.3% | +20.9% | -34.2% | -13.6% |
| 3M | +46.0% | +15.2% | +30.7% | +45.5% |
| 6M | -22.4% | -13.3% | -9.1% | -23.7% |
| YTD | -6.2% | -16.2% | +10.0% | -10.7% |
| 1Y | -42.3% | -16.9% | -25.4% | -44.8% |
| All | -42.3% | -18.4% | -23.9% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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