+570.4%
MSTR vs MTSI
+448.7%
+121.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.8% | -11.1% | -4.4% |
| 7D | -1.2% | -10.0% | +8.8% | +2.1% |
| 30D | -15.9% | -37.2% | +21.3% | -1.1% |
| 3M | +33.1% | -30.1% | +63.2% | +48.1% |
| 6M | -31.0% | -31.9% | +0.9% | -25.3% |
| YTD | -15.1% | +23.2% | -38.3% | -29.0% |
| 1Y | -45.6% | +26.4% | -72.0% | -55.0% |
| 3Y | +180.5% | +186.2% | -5.6% | +68.8% |
| 5Y | +61.7% | +187.0% | -125.4% | -2.8% |
| All | +570.4% | +448.7% | +121.7% | +211.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 10y: compounded portfolio wealth divided by compounded MTSI 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…
10y analysis · Full analysis span regression · 6 months rolling