+142.3%
MSTR vs ADM
+8.2%
+134.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.3% | +0.9% |
| 7D | -14.2% | +0.1% | -14.3% | -14.2% |
| 30D | -19.9% | -11.8% | -8.1% | -19.1% |
| 3M | +27.3% | -11.3% | +38.6% | +27.7% |
| 6M | -37.6% | -10.0% | -27.5% | -37.7% |
| YTD | -19.5% | +25.9% | -45.4% | -25.3% |
| 1Y | -47.1% | +26.7% | -73.8% | -51.0% |
| All | +142.3% | +8.2% | +134.2% | +118.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling