+1,058.3%
MSTR vs GIS
+382.5%
+675.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.2% |
| 7D | -14.2% | -4.6% | -9.6% | -13.8% |
| 30D | -19.9% | +6.6% | -26.5% | -20.5% |
| 3M | +27.3% | -8.1% | +35.4% | +28.1% |
| 6M | -37.6% | +4.9% | -42.5% | -38.2% |
| YTD | -19.5% | -21.4% | +1.9% | -17.9% |
| 1Y | -47.1% | -21.6% | -25.5% | -46.1% |
| 3Y | +140.3% | -39.3% | +179.6% | +148.8% |
| 5Y | +49.5% | -33.2% | +82.7% | +50.1% |
| 10Y | +521.9% | -17.3% | +539.2% | +475.4% |
| All | +1,058.3% | +382.5% | +675.8% | +922.1% |
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