+1,120.6%
MSTR vs MSI
+1,142.2%
-21.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -1.2% | +4.7% | -5.9% | -3.5% |
| 30D | -15.9% | +14.8% | -30.7% | -21.4% |
| 3M | +33.1% | +8.8% | +24.3% | +27.4% |
| 6M | -31.0% | +19.3% | -50.3% | -37.7% |
| YTD | -15.1% | +35.3% | -50.5% | -27.8% |
| 1Y | -45.6% | +33.8% | -79.4% | -53.6% |
| 3Y | +180.5% | +74.4% | +106.1% | +110.5% |
| 5Y | +61.7% | +120.5% | -58.9% | +13.1% |
| 10Y | +578.0% | +685.2% | -107.2% | +163.8% |
| All | +1,120.6% | +1,142.2% | -21.5% | +125.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling