+521.9%
MSTR vs GIS
-17.4%
+539.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +0.9% |
| 7D | -14.2% | -4.6% | -9.6% | -14.6% |
| 30D | -19.9% | +6.6% | -26.5% | -19.2% |
| 3M | +27.3% | -8.1% | +35.4% | +26.5% |
| 6M | -37.6% | +4.9% | -42.5% | -37.1% |
| YTD | -19.5% | -21.4% | +1.9% | -21.1% |
| 1Y | -47.1% | -21.6% | -25.5% | -48.2% |
| 3Y | +140.3% | -39.3% | +179.6% | +129.6% |
| 5Y | +49.5% | -33.2% | +82.7% | +42.6% |
| 10Y | +521.9% | -17.3% | +539.2% | +479.6% |
| All | +521.9% | -17.4% | +539.2% | +479.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 10y: compounded portfolio wealth divided by compounded GIS 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…
10y analysis · Full analysis span regression · 6 months rolling