+40.9%
MSTR vs ESI
+40.6%
+0.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.1% | -4.3% | -4.7% |
| 7D | -11.5% | +8.3% | -19.8% | -17.4% |
| 30D | -24.8% | -10.4% | -14.4% | -18.1% |
| 3M | +20.6% | -13.2% | +33.8% | +33.4% |
| 6M | -38.0% | -23.9% | -14.1% | -26.5% |
| YTD | -24.7% | +34.2% | -58.9% | -50.5% |
| 1Y | -49.1% | +22.2% | -71.3% | -63.5% |
| 3Y | +124.7% | +79.2% | +45.5% | -1.6% |
| 5Y | +40.9% | +38.1% | +2.8% | -24.9% |
| All | +40.9% | +40.6% | +0.3% | -24.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling