+1,252.0%
MSTR vs ADM
+878.4%
+373.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | +12.2% | +3.8% | +8.4% | +10.6% |
| 30D | +45.2% | +9.8% | +35.4% | +39.8% |
| 3M | +10.4% | +2.1% | +8.2% | +8.7% |
| 6M | -2.5% | +27.5% | -30.0% | -11.8% |
| YTD | -6.0% | +50.2% | -56.2% | -19.7% |
| 1Y | -56.4% | +40.6% | -97.0% | -62.0% |
| 3Y | +306.3% | +17.2% | +289.1% | +264.8% |
| 5Y | +100.5% | +61.9% | +38.6% | +61.6% |
| 10Y | +741.1% | +159.3% | +581.8% | +463.0% |
| All | +1,252.0% | +878.4% | +373.6% | +629.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling