+180.5%
MSTR vs GIS
-37.4%
+217.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | -1.2% |
| 7D | -1.2% | +3.6% | -4.8% | +0.1% |
| 30D | -15.9% | +13.9% | -29.8% | -11.4% |
| 3M | +33.1% | +0.3% | +32.8% | +34.0% |
| 6M | -31.0% | +5.0% | -36.0% | -28.8% |
| YTD | -15.1% | -18.4% | +3.2% | -22.8% |
| 1Y | -45.6% | -17.4% | -28.2% | -50.1% |
| 3Y | +180.5% | -36.9% | +217.4% | +112.3% |
| All | +180.5% | -37.4% | +217.9% | +112.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling