+308.9%
MSTR vs ADP
+16.9%
+292.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -0.8% |
| 7D | +12.2% | -3.4% | +15.6% | +13.3% |
| 30D | +45.2% | +2.8% | +42.4% | +44.3% |
| 3M | +10.4% | +20.9% | -10.6% | +4.3% |
| 6M | -2.5% | +29.9% | -32.4% | -10.2% |
| YTD | -6.0% | +9.6% | -15.7% | -6.7% |
| 1Y | -56.4% | -5.3% | -51.1% | -53.6% |
| All | +308.9% | +16.9% | +292.0% | +319.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADP.
Daily Out/Under-Performance
Portfolio return minus ADP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADP 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 ADP 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