+180.5%
MSTR vs ACN
-11.6%
+192.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.3% |
| 7D | -1.2% | +0.9% | -2.1% | -1.5% |
| 30D | -15.9% | +33.5% | -49.5% | -25.1% |
| 3M | +33.1% | +53.5% | -20.3% | +11.7% |
| 6M | -31.0% | +52.2% | -83.2% | -42.6% |
| YTD | -15.1% | -0.1% | -15.0% | -10.8% |
| 1Y | -45.6% | +11.0% | -56.7% | -46.6% |
| 3Y | +180.5% | -11.8% | +192.3% | +206.7% |
| All | +180.5% | -11.6% | +192.1% | +206.7% |
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