+1,120.6%
MSTR vs JCI
+391.8%
+728.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -1.4% |
| 7D | -1.2% | -9.4% | +8.2% | +2.7% |
| 30D | -15.9% | -13.4% | -2.5% | -10.9% |
| 3M | +33.1% | -12.4% | +45.5% | +39.9% |
| 6M | -31.0% | -5.1% | -25.8% | -30.4% |
| YTD | -15.1% | +13.7% | -28.9% | -20.8% |
| 1Y | -45.6% | +11.4% | -57.1% | -48.8% |
| 3Y | +180.5% | +175.9% | +4.6% | +88.6% |
| 5Y | +61.7% | +98.4% | -36.7% | +25.8% |
| 10Y | +578.0% | +311.2% | +266.8% | +302.4% |
| All | +1,120.6% | +391.8% | +728.9% | +242.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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