+554.5%
MSTR vs ACN
+159.3%
+395.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.2% | -1.1% |
| 7D | -4.0% | -2.5% | -1.4% | -2.4% |
| 30D | -18.6% | +22.6% | -41.3% | -29.9% |
| 3M | +25.6% | +45.9% | -20.3% | -5.5% |
| 6M | -33.1% | +43.8% | -76.9% | -51.2% |
| YTD | -17.3% | -2.5% | -14.9% | -20.0% |
| 1Y | -48.1% | +6.5% | -54.6% | -53.6% |
| 3Y | +154.2% | -14.2% | +168.4% | +160.0% |
| 5Y | +46.2% | -24.4% | +70.6% | +69.0% |
| 10Y | +554.5% | +156.3% | +398.2% | +305.0% |
| All | +554.5% | +159.3% | +395.3% | +305.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling