-59.6%
MSTR vs GIS
-21.4%
-38.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -3.1% |
| 7D | +7.7% | -8.6% | +16.3% | +6.1% |
| 30D | +36.3% | -0.5% | +36.8% | +35.5% |
| 3M | +13.4% | +11.9% | +1.5% | +16.5% |
| 6M | -4.5% | -11.6% | +7.1% | -11.0% |
| YTD | -12.7% | -16.3% | +3.7% | -20.8% |
| 1Y | -59.6% | -21.8% | -37.9% | -63.7% |
| All | -59.6% | -21.4% | -38.2% | -63.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling