-46.5%
MSTR vs GIS
-21.2%
-25.3%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.4% | -4.8% | -1.9% |
| 7D | -13.4% | -3.4% | -10.1% | -14.1% |
| 30D | -22.1% | +6.9% | -29.0% | -20.8% |
| 3M | +15.0% | -10.1% | +25.1% | +12.6% |
| 6M | -37.3% | +5.9% | -43.2% | -35.5% |
| YTD | -26.5% | -21.1% | -5.4% | -36.9% |
| 1Y | -46.5% | -22.5% | -24.0% | -54.8% |
| All | -46.5% | -21.2% | -25.3% | -54.8% |
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