+1,120.6%
MSTR vs ADI
+4,822.9%
-3,702.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.7% |
| 7D | -1.2% | -12.8% | +11.6% | +6.5% |
| 30D | -15.9% | -11.3% | -4.6% | -10.1% |
| 3M | +33.1% | -3.4% | +36.5% | +35.9% |
| 6M | -31.0% | -12.0% | -19.0% | -27.0% |
| YTD | -15.1% | +35.3% | -50.4% | -29.8% |
| 1Y | -45.6% | +58.1% | -103.7% | -59.0% |
| 3Y | +180.5% | +127.4% | +53.2% | +73.5% |
| 5Y | +61.7% | +114.6% | -52.9% | +11.3% |
| 10Y | +578.0% | +589.3% | -11.3% | +144.6% |
| All | +1,120.6% | +4,822.9% | -3,702.3% | +33.0% |
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