-58.6%
MSTR vs ESI
+39.5%
-98.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.6% | -5.0% | -4.7% |
| 7D | +9.3% | +5.4% | +3.9% | +6.4% |
| 30D | +36.5% | -4.2% | +40.7% | +39.5% |
| 3M | +7.3% | -9.6% | +16.9% | +8.8% |
| 6M | +2.2% | +18.3% | -16.1% | -16.8% |
| YTD | -10.2% | +45.8% | -56.0% | -39.6% |
| 1Y | -58.6% | +39.2% | -97.8% | -69.7% |
| All | -58.6% | +39.5% | -98.1% | -69.7% |
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