-47.1%
MSTR vs ESI
+23.9%
-71.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.0% | -2.9% | -0.7% |
| 7D | -14.2% | +1.8% | -16.0% | -14.8% |
| 30D | -19.9% | -6.6% | -13.3% | -17.5% |
| 3M | +27.3% | -9.4% | +36.7% | +32.5% |
| 6M | -37.6% | -24.1% | -13.4% | -31.0% |
| YTD | -19.5% | +37.1% | -56.6% | -39.1% |
| 1Y | -47.1% | +24.5% | -71.7% | -58.7% |
| All | -47.1% | +23.9% | -71.0% | -58.7% |
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