+526.8%
MSTR vs ADI
+625.4%
-98.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.3% |
| 7D | -10.7% | -6.3% | -4.4% | -7.1% |
| 30D | -21.6% | -3.2% | -18.4% | -20.2% |
| 3M | +24.4% | +2.8% | +21.6% | +21.2% |
| 6M | -35.5% | -5.0% | -30.4% | -35.1% |
| YTD | -20.3% | +46.3% | -66.6% | -42.9% |
| 1Y | -49.3% | +71.6% | -121.0% | -68.1% |
| 3Y | +137.8% | +139.2% | -1.4% | +13.6% |
| 5Y | +48.3% | +136.4% | -88.1% | -24.3% |
| 10Y | +526.8% | +636.2% | -109.4% | +115.6% |
| All | +526.8% | +625.4% | -98.6% | +115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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