-42.3%
MSTR vs ACN
+10.1%
-52.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.8% | +1.3% | +4.3% |
| 7D | -1.8% | +8.6% | -10.4% | -3.5% |
| 30D | -13.3% | +36.6% | -49.9% | -19.6% |
| 3M | +46.0% | +56.3% | -10.3% | +30.8% |
| 6M | -22.4% | +49.7% | -72.1% | -29.4% |
| YTD | -6.2% | +1.3% | -7.5% | +3.9% |
| 1Y | -42.3% | +11.9% | -54.2% | -37.3% |
| All | -42.3% | +10.1% | -52.4% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 1y: compounded portfolio wealth divided by compounded ACN 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…
1y analysis · Full analysis span regression · 6 months rolling