+49.5%
MSTR vs MSI
+127.9%
-78.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | -0.2% |
| 7D | -14.2% | +7.7% | -21.9% | -19.8% |
| 30D | -19.9% | +19.9% | -39.8% | -32.0% |
| 3M | +27.3% | +14.9% | +12.4% | +11.7% |
| 6M | -37.6% | +37.2% | -74.8% | -54.5% |
| YTD | -19.5% | +40.8% | -60.3% | -44.6% |
| 1Y | -47.1% | +38.1% | -85.2% | -63.0% |
| 3Y | +140.3% | +77.7% | +62.6% | +8.1% |
| 5Y | +49.5% | +129.0% | -79.5% | -59.8% |
| All | +49.5% | +127.9% | -78.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling