-42.3%
MSTR vs MSCI
+17.3%
-59.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.4% | -0.3% | +2.7% |
| 7D | -1.8% | +11.5% | -13.3% | -6.4% |
| 30D | -13.3% | +22.1% | -35.4% | -20.6% |
| 3M | +46.0% | +18.4% | +27.6% | +35.2% |
| 6M | -22.4% | +16.6% | -39.1% | -28.7% |
| YTD | -6.2% | +18.8% | -25.0% | -11.6% |
| 1Y | -42.3% | +19.0% | -61.3% | -46.9% |
| All | -42.3% | +17.3% | -59.5% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 1y: compounded portfolio wealth divided by compounded MSCI 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…
1y analysis · Full analysis span regression · 6 months rolling