+1,058.3%
MSTR vs ADI
+5,439.3%
-4,381.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.0% | -3.0% | -1.2% |
| 7D | -14.2% | +0.7% | -14.9% | -14.9% |
| 30D | -19.9% | +0.7% | -20.6% | -20.5% |
| 3M | +27.3% | +6.5% | +20.8% | +22.6% |
| 6M | -37.6% | -2.7% | -34.9% | -37.9% |
| YTD | -19.5% | +52.2% | -71.7% | -37.9% |
| 1Y | -47.1% | +77.5% | -124.6% | -62.7% |
| 3Y | +140.3% | +148.8% | -8.5% | +40.7% |
| 5Y | +49.5% | +142.9% | -93.4% | -4.4% |
| 10Y | +521.9% | +653.2% | -131.4% | +112.3% |
| All | +1,058.3% | +5,439.3% | -4,381.0% | +17.7% |
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