+126.6%
MSTR vs ADI
+151.2%
-24.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.1% | -6.5% | -6.5% |
| 7D | -11.5% | +13.4% | -24.9% | -18.8% |
| 30D | -24.8% | -1.3% | -23.5% | -24.4% |
| 3M | +20.6% | +6.8% | +13.9% | +15.3% |
| 6M | -38.0% | -1.9% | -36.1% | -38.7% |
| YTD | -24.7% | +52.3% | -77.0% | -46.1% |
| 1Y | -49.1% | +71.6% | -120.7% | -66.8% |
| All | +126.6% | +151.2% | -24.6% | +45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling