+49.9%
MSTR vs ACI
-43.3%
+93.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +0.3% |
| 7D | -1.2% | -2.2% | +1.0% | -0.8% |
| 30D | -15.9% | +10.3% | -26.2% | -17.6% |
| 3M | +33.1% | +7.2% | +25.9% | +30.8% |
| 6M | -31.0% | -18.0% | -13.0% | -29.1% |
| YTD | -15.1% | -22.0% | +6.8% | -12.5% |
| 1Y | -45.6% | -23.4% | -22.3% | -43.7% |
| 3Y | +180.5% | -35.8% | +216.3% | +199.5% |
| All | +49.9% | -43.3% | +93.3% | +55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling