-47.4%
MSTR vs ADI
+72.3%
-119.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +8.6% | -11.1% | -6.3% |
| 7D | -4.0% | -4.4% | +0.5% | -2.0% |
| 30D | -18.6% | -2.8% | -15.8% | -17.4% |
| 3M | +25.6% | +1.5% | +24.1% | +25.1% |
| 6M | -33.1% | -4.7% | -28.4% | -32.2% |
| YTD | -17.3% | +46.8% | -64.2% | -27.3% |
| All | -47.4% | +72.3% | -119.8% | -56.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling