-49.3%
MSTR vs ADM
+25.0%
-74.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -3.8% |
| 7D | -10.7% | -1.8% | -8.9% | -11.1% |
| 30D | -21.6% | -13.3% | -8.3% | -24.0% |
| 3M | +24.4% | -13.4% | +37.7% | +19.2% |
| 6M | -35.5% | -9.6% | -25.9% | -38.9% |
| YTD | -20.3% | +23.0% | -43.4% | -32.1% |
| 1Y | -49.3% | +27.4% | -76.7% | -58.5% |
| All | -49.3% | +25.0% | -74.3% | -58.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling