-59.6%
MSTR vs NI
+6.3%
-65.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.2% | -2.7% |
| 7D | +7.7% | +1.3% | +6.5% | +7.5% |
| 30D | +36.3% | -0.3% | +36.6% | +36.2% |
| 3M | +13.4% | -9.5% | +22.9% | +14.9% |
| 6M | -4.5% | -10.2% | +5.7% | -2.8% |
| YTD | -12.7% | +1.8% | -14.4% | -17.6% |
| 1Y | -59.6% | +5.7% | -65.3% | -62.6% |
| All | -59.6% | +6.3% | -65.9% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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