-42.3%
MSTR vs MSI
+28.6%
-70.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.2% | +3.9% | +5.0% |
| 7D | -1.8% | +2.8% | -4.6% | -2.0% |
| 30D | -13.3% | +9.1% | -22.5% | -13.8% |
| 3M | +46.0% | +12.5% | +33.5% | +44.5% |
| 6M | -22.4% | +14.2% | -36.7% | -22.4% |
| YTD | -6.2% | +30.7% | -36.9% | -11.2% |
| 1Y | -42.3% | +27.5% | -69.8% | -39.0% |
| All | -42.3% | +28.6% | -70.9% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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