+690.7%
MSTR vs ACN
+85.2%
+605.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.1% | -0.3% | -1.6% |
| 7D | +9.3% | -4.8% | +14.1% | +13.4% |
| 30D | +36.5% | +1.9% | +34.6% | +35.3% |
| 3M | +7.3% | +3.9% | +3.5% | +1.5% |
| 6M | +2.2% | -15.0% | +17.3% | +10.1% |
| YTD | -10.2% | -31.9% | +21.7% | +14.3% |
| 1Y | -58.6% | -28.5% | -30.1% | -49.8% |
| 3Y | +283.2% | -41.9% | +325.1% | +426.7% |
| 5Y | +113.8% | -42.9% | +156.6% | +210.2% |
| 10Y | +690.7% | +88.7% | +602.0% | +590.0% |
| All | +690.7% | +85.2% | +605.5% | +590.0% |
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