+570.4%
MSTR vs MSCI
+789.3%
-218.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +1.1% |
| 7D | -1.2% | +2.8% | -4.0% | -2.7% |
| 30D | -15.9% | +15.4% | -31.4% | -22.9% |
| 3M | +33.1% | +13.4% | +19.7% | +23.6% |
| 6M | -31.0% | +10.9% | -41.9% | -35.7% |
| YTD | -15.1% | +13.0% | -28.1% | -22.5% |
| 1Y | -45.6% | +12.0% | -57.7% | -50.2% |
| 3Y | +180.5% | +34.1% | +146.4% | +118.0% |
| 5Y | +61.7% | +3.9% | +57.8% | +43.4% |
| All | +570.4% | +789.3% | -218.9% | +193.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling