+1,089.0%
MSTR vs GIS
+391.9%
+697.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.8% | -0.8% | -2.4% |
| 7D | -4.0% | +0.4% | -4.3% | -4.0% |
| 30D | -18.6% | +10.1% | -28.7% | -19.6% |
| 3M | +25.6% | -3.7% | +29.2% | +25.7% |
| 6M | -33.1% | +4.3% | -37.3% | -33.7% |
| YTD | -17.3% | -19.8% | +2.5% | -15.9% |
| 1Y | -48.1% | -20.5% | -27.6% | -47.2% |
| 3Y | +154.2% | -38.3% | +192.5% | +162.9% |
| 5Y | +46.2% | -32.2% | +78.4% | +46.6% |
| 10Y | +554.5% | -18.0% | +572.5% | +508.9% |
| All | +1,089.0% | +391.9% | +697.1% | +947.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling