+46.2%
MSTR vs MSCI
+4.7%
+41.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.4% | -3.3% |
| 7D | -4.0% | +1.5% | -5.4% | -5.0% |
| 30D | -18.6% | +14.4% | -33.0% | -27.7% |
| 3M | +25.6% | +15.2% | +10.4% | +11.2% |
| 6M | -33.1% | +11.2% | -44.3% | -40.0% |
| YTD | -17.3% | +13.9% | -31.3% | -28.9% |
| 1Y | -48.1% | +12.5% | -60.6% | -55.0% |
| 3Y | +154.2% | +32.3% | +121.9% | +62.9% |
| 5Y | +46.2% | +4.9% | +41.3% | +6.8% |
| All | +46.2% | +4.7% | +41.5% | +6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling