+1,252.0%
MSTR vs ADI
+4,805.2%
-3,553.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -2.3% |
| 7D | +12.2% | +0.4% | +11.7% | +11.9% |
| 30D | +45.2% | -3.8% | +49.0% | +48.5% |
| 3M | +10.4% | -15.3% | +25.6% | +20.3% |
| 6M | -2.5% | +6.7% | -9.2% | -7.3% |
| YTD | -6.0% | +34.8% | -40.8% | -22.2% |
| 1Y | -56.4% | +49.0% | -105.4% | -66.0% |
| 3Y | +306.3% | +108.1% | +198.2% | +163.1% |
| 5Y | +100.5% | +142.4% | -41.9% | +29.7% |
| 10Y | +741.1% | +589.9% | +151.2% | +202.5% |
| All | +1,252.0% | +4,805.2% | -3,553.2% | +47.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling