-30.8%
MSTR vs CI
+9.2%
-40.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.3% | -8.0% | -9.4% |
| 7D | -8.7% | +1.0% | -9.7% | -8.6% |
| 30D | -21.4% | +9.9% | -31.3% | -20.2% |
| 3M | +31.4% | +12.1% | +19.4% | +34.1% |
| 6M | -30.8% | +10.6% | -41.4% | -30.3% |
| All | -30.8% | +9.2% | -40.0% | -30.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling