+120.4%
MSTR vs ACN
-40.9%
+161.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.3% | +1.9% | +1.2% |
| 7D | +12.2% | -1.5% | +13.7% | +13.9% |
| 30D | +45.2% | +9.4% | +35.8% | +35.9% |
| 3M | +10.4% | +5.6% | +4.7% | +2.6% |
| 6M | -2.5% | -9.3% | +6.8% | +1.6% |
| YTD | -6.0% | -29.0% | +23.0% | +24.3% |
| 1Y | -56.4% | -24.7% | -31.7% | -46.6% |
| 3Y | +306.3% | -39.8% | +346.1% | +473.1% |
| All | +120.4% | -40.9% | +161.3% | +216.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling