+308.9%
MSTR vs MSI
+70.3%
+238.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.1% |
| 7D | +12.2% | -3.7% | +15.9% | +13.5% |
| 30D | +45.2% | +6.8% | +38.3% | +40.9% |
| 3M | +10.4% | +14.3% | -3.9% | +4.1% |
| 6M | -2.5% | -1.6% | -0.9% | -1.4% |
| YTD | -6.0% | +22.8% | -28.8% | -15.7% |
| 1Y | -56.4% | -1.1% | -55.3% | -55.9% |
| All | +308.9% | +70.3% | +238.5% | +183.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling