+1,252.0%
MSTR vs GIS
+430.0%
+822.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | -1.1% |
| 7D | +12.2% | -7.8% | +20.0% | +13.1% |
| 30D | +45.2% | +6.6% | +38.6% | +43.9% |
| 3M | +10.4% | +21.0% | -10.6% | +7.8% |
| 6M | -2.5% | -9.1% | +6.6% | -1.8% |
| YTD | -6.0% | -13.6% | +7.6% | -4.9% |
| 1Y | -56.4% | -18.0% | -38.4% | -55.7% |
| 3Y | +306.3% | -33.7% | +340.0% | +317.5% |
| 5Y | +100.5% | -19.4% | +119.9% | +95.8% |
| 10Y | +741.1% | -21.3% | +762.3% | +702.2% |
| All | +1,252.0% | +430.0% | +822.0% | +1,083.0% |
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