+46.2%
MSTR vs NI
+110.6%
-64.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.1% | -4.7% | -3.5% |
| 7D | -4.0% | +0.4% | -4.4% | -4.1% |
| 30D | -18.6% | +11.3% | -29.9% | -22.6% |
| 3M | +25.6% | +6.5% | +19.1% | +21.8% |
| 6M | -33.1% | -2.3% | -30.8% | -32.9% |
| YTD | -17.3% | +10.8% | -28.1% | -22.3% |
| 1Y | -48.1% | +6.2% | -54.3% | -50.1% |
| 3Y | +154.2% | +98.7% | +55.5% | +72.7% |
| 5Y | +46.2% | +111.3% | -65.1% | +20.8% |
| All | +46.2% | +110.6% | -64.4% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling