+1,011.5%
MSTR vs ACI
+29.9%
+981.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | 0.0% |
| 7D | -1.2% | -2.2% | +1.0% | -1.0% |
| 30D | -15.9% | +10.3% | -26.2% | -16.8% |
| 3M | +33.1% | +7.2% | +25.9% | +32.0% |
| 6M | -31.0% | -18.0% | -13.0% | -30.1% |
| YTD | -15.1% | -22.0% | +6.8% | -13.9% |
| 1Y | -45.6% | -23.4% | -22.3% | -44.7% |
| 3Y | +180.5% | -35.8% | +216.3% | +189.2% |
| 5Y | +61.7% | -43.7% | +105.3% | +63.8% |
| All | +1,011.5% | +29.9% | +981.6% | +1,076.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling