+1,076.9%
MSTR vs ACI
+21.8%
+1,055.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.3% | -1.1% | -4.1% |
| 7D | +9.3% | -2.6% | +11.9% | +9.6% |
| 30D | +36.5% | +1.1% | +35.4% | +36.3% |
| 3M | +7.3% | -23.6% | +31.0% | +9.8% |
| 6M | +2.2% | -29.9% | +32.2% | +5.3% |
| YTD | -10.2% | -26.9% | +16.7% | -8.1% |
| 1Y | -58.6% | -34.2% | -24.4% | -57.2% |
| 3Y | +283.2% | -43.6% | +326.8% | +301.5% |
| 5Y | +113.8% | -42.4% | +156.2% | +120.2% |
| All | +1,076.9% | +21.8% | +1,055.1% | +1,154.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling