-56.4%
MSTR vs ESI
+44.5%
-101.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.9% | -4.3% | -2.9% |
| 7D | +12.2% | +3.3% | +8.8% | +10.4% |
| 30D | +45.2% | -5.9% | +51.0% | +49.7% |
| 3M | +10.4% | -14.1% | +24.5% | +15.8% |
| 6M | -2.5% | +6.6% | -9.1% | -13.7% |
| YTD | -6.0% | +45.0% | -51.0% | -36.8% |
| 1Y | -56.4% | +41.5% | -97.9% | -68.9% |
| All | -56.4% | +44.5% | -101.0% | -68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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