-58.6%
MSTR vs MSI
-2.0%
-56.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -4.4% |
| 7D | +9.3% | -5.8% | +15.1% | +9.2% |
| 30D | +36.5% | -1.0% | +37.5% | +36.4% |
| 3M | +7.3% | +14.2% | -6.8% | +7.0% |
| 6M | +2.2% | +1.0% | +1.2% | +3.9% |
| YTD | -10.2% | +21.5% | -31.6% | -8.2% |
| 1Y | -58.6% | -2.1% | -56.5% | -59.8% |
| All | -58.6% | -2.0% | -56.6% | -59.8% |
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