-49.1%
MSTR vs CI
+13.7%
-62.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.7% | -4.8% | -6.6% |
| 7D | -11.5% | -1.7% | -9.8% | -11.6% |
| 30D | -24.8% | +4.9% | -29.7% | -24.5% |
| 3M | +20.6% | +7.4% | +13.3% | +21.6% |
| 6M | -38.0% | +0.4% | -38.3% | -37.8% |
| YTD | -24.7% | +9.5% | -34.2% | -21.7% |
| 1Y | -49.1% | +12.0% | -61.0% | -46.2% |
| All | -49.1% | +13.7% | -62.8% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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