+1,131.0%
MSTR vs ACI
+25.9%
+1,105.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.4% |
| 7D | +12.2% | +0.2% | +12.0% | +12.2% |
| 30D | +45.2% | +5.9% | +39.3% | +44.2% |
| 3M | +10.4% | -19.8% | +30.2% | +12.3% |
| 6M | -2.5% | -24.7% | +22.3% | -0.4% |
| YTD | -6.0% | -24.4% | +18.4% | -4.2% |
| 1Y | -56.4% | -31.5% | -24.9% | -55.1% |
| 3Y | +306.3% | -38.7% | +345.0% | +321.3% |
| 5Y | +100.5% | -42.8% | +143.3% | +104.9% |
| All | +1,131.0% | +25.9% | +1,105.1% | +1,208.0% |
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