+570.4%
MSTR vs ADM
+98.0%
+472.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | 0.0% |
| 7D | -1.2% | -9.0% | +7.8% | +1.9% |
| 30D | -15.9% | -14.0% | -2.0% | -11.8% |
| 3M | +33.1% | -9.2% | +42.3% | +35.5% |
| 6M | -31.0% | -9.2% | -21.8% | -30.2% |
| YTD | -15.1% | +24.2% | -39.4% | -24.9% |
| 1Y | -45.6% | +27.0% | -72.6% | -52.4% |
| 3Y | +180.5% | +6.6% | +173.9% | +153.4% |
| 5Y | +61.7% | +25.0% | +36.7% | +37.7% |
| All | +570.4% | +98.0% | +472.5% | +338.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 10y: compounded portfolio wealth divided by compounded ADM 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…
10y analysis · Full analysis span regression · 6 months rolling