+731.6%
MSTR vs ADI
+596.6%
+135.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -2.6% |
| 7D | +12.2% | +0.4% | +11.7% | +11.9% |
| 30D | +45.2% | -3.8% | +49.0% | +49.5% |
| 3M | +10.4% | -15.3% | +25.6% | +23.3% |
| 6M | -2.5% | +6.7% | -9.2% | -9.6% |
| YTD | -6.0% | +34.8% | -40.8% | -27.9% |
| 1Y | -56.4% | +49.0% | -105.4% | -69.2% |
| 3Y | +306.3% | +108.1% | +198.2% | +117.0% |
| 5Y | +100.5% | +142.4% | -41.9% | +4.4% |
| All | +731.6% | +596.6% | +135.0% | +204.4% |
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