+4,551.5%
MSTR vs ACN
+1,705.6%
+2,845.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.3% | +1.9% | +0.5% |
| 7D | +12.2% | -1.5% | +13.7% | +13.4% |
| 30D | +45.2% | +9.4% | +35.8% | +38.6% |
| 3M | +10.4% | +5.6% | +4.7% | +4.3% |
| 6M | -2.5% | -9.3% | +6.8% | -1.1% |
| YTD | -6.0% | -29.0% | +23.0% | +9.4% |
| 1Y | -56.4% | -24.7% | -31.7% | -51.2% |
| 3Y | +306.3% | -39.8% | +346.1% | +408.8% |
| 5Y | +100.5% | -40.9% | +141.4% | +169.2% |
| 10Y | +741.1% | +91.1% | +650.0% | +514.7% |
| All | +4,551.5% | +1,705.6% | +2,845.9% | +991.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling