+49.9%
MSTR vs ADI
+115.4%
-65.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -1.0% |
| 7D | -1.2% | -12.8% | +11.6% | +12.0% |
| 30D | -15.9% | -11.3% | -4.6% | -6.2% |
| 3M | +33.1% | -3.4% | +36.5% | +36.8% |
| 6M | -31.0% | -12.0% | -19.0% | -25.4% |
| YTD | -15.1% | +35.3% | -50.4% | -43.0% |
| 1Y | -45.6% | +58.1% | -103.7% | -69.5% |
| 3Y | +180.5% | +127.4% | +53.2% | -13.3% |
| All | +49.9% | +115.4% | -65.5% | -49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling