+142.3%
MSTR vs ACN
-14.9%
+157.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +2.9% | +1.7% |
| 7D | -14.2% | -4.0% | -10.1% | -13.0% |
| 30D | -19.9% | +19.0% | -38.9% | -25.4% |
| 3M | +27.3% | +42.2% | -14.9% | +9.9% |
| 6M | -37.6% | +50.1% | -87.7% | -47.8% |
| YTD | -19.5% | -2.7% | -16.7% | -14.6% |
| 1Y | -47.1% | +7.6% | -54.7% | -47.4% |
| All | +142.3% | -14.9% | +157.2% | +176.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling