+1,247.2%
MSTR vs MSCI
+2,756.4%
-1,509.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +12.2% | +0.4% | +11.8% | +12.2% |
| 30D | +45.2% | +0.6% | +44.6% | +44.9% |
| 3M | +10.4% | -7.1% | +17.5% | +13.8% |
| 6M | -2.5% | +0.8% | -3.3% | -3.7% |
| YTD | -6.0% | +1.0% | -7.0% | -7.5% |
| 1Y | -56.4% | +4.3% | -60.7% | -58.2% |
| 3Y | +306.3% | +9.9% | +296.3% | +272.1% |
| 5Y | +100.5% | -6.8% | +107.2% | +103.9% |
| 10Y | +741.1% | +614.7% | +126.4% | +275.0% |
| All | +1,247.2% | +2,756.4% | -1,509.2% | +247.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling