+554.5%
MSTR vs MSCI
+799.4%
-244.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.4% | -3.1% |
| 7D | -4.0% | +1.5% | -5.4% | -4.7% |
| 30D | -18.6% | +14.4% | -33.0% | -25.0% |
| 3M | +25.6% | +15.2% | +10.4% | +15.5% |
| 6M | -33.1% | +11.2% | -44.3% | -37.7% |
| YTD | -17.3% | +13.9% | -31.3% | -24.9% |
| 1Y | -48.1% | +12.5% | -60.6% | -52.6% |
| 3Y | +154.2% | +32.3% | +121.9% | +99.5% |
| 5Y | +46.2% | +4.9% | +41.3% | +29.0% |
| 10Y | +554.5% | +779.7% | -225.2% | +186.6% |
| All | +554.5% | +799.4% | -244.9% | +186.6% |
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