+982.7%
MSTR vs ACI
+31.1%
+951.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.7% |
| 7D | -4.0% | -5.9% | +1.9% | -3.4% |
| 30D | -18.6% | +7.2% | -25.8% | -19.2% |
| 3M | +25.6% | +8.8% | +16.7% | +24.3% |
| 6M | -33.1% | -17.2% | -15.9% | -32.2% |
| YTD | -17.3% | -21.3% | +3.9% | -16.2% |
| 1Y | -48.1% | -23.7% | -24.3% | -47.1% |
| 3Y | +154.2% | -32.8% | +187.0% | +160.6% |
| 5Y | +46.2% | -41.4% | +87.6% | +48.4% |
| All | +982.7% | +31.1% | +951.6% | +1,044.6% |
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