+142.3%
MSTR vs ACI
-31.8%
+174.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.4% | +1.1% |
| 7D | -14.2% | -5.3% | -8.9% | -14.1% |
| 30D | -19.9% | +5.0% | -24.9% | -19.9% |
| 3M | +27.3% | +7.5% | +19.8% | +27.1% |
| 6M | -37.6% | -16.0% | -21.5% | -37.5% |
| YTD | -19.5% | -20.6% | +1.2% | -19.6% |
| 1Y | -47.1% | -23.5% | -23.6% | -47.1% |
| All | +142.3% | -31.8% | +174.2% | +147.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling