+554.5%
MSTR vs ADI
+652.5%
-97.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +8.6% | -11.1% | -8.8% |
| 7D | -4.0% | -4.4% | +0.5% | -1.5% |
| 30D | -18.6% | -2.8% | -15.8% | -17.5% |
| 3M | +25.6% | +1.5% | +24.1% | +23.5% |
| 6M | -33.1% | -4.7% | -28.4% | -32.8% |
| YTD | -17.3% | +46.8% | -64.2% | -40.9% |
| 1Y | -48.1% | +74.9% | -123.0% | -67.8% |
| 3Y | +154.2% | +147.4% | +6.7% | +18.3% |
| 5Y | +46.2% | +131.9% | -85.7% | -24.7% |
| 10Y | +554.5% | +630.6% | -76.1% | +125.8% |
| All | +554.5% | +652.5% | -97.9% | +125.8% |
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