+113.8%
MSTR vs NI
+100.2%
+13.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.2% | -5.6% | -5.0% |
| 7D | +9.3% | +2.3% | +7.0% | +8.2% |
| 30D | +36.5% | -1.7% | +38.2% | +37.4% |
| 3M | +7.3% | -8.0% | +15.3% | +10.8% |
| 6M | +2.2% | -8.6% | +10.9% | +5.6% |
| YTD | -10.2% | +2.3% | -12.5% | -12.3% |
| 1Y | -58.6% | +6.9% | -65.6% | -60.5% |
| 3Y | +283.2% | +70.6% | +212.6% | +182.3% |
| 5Y | +113.8% | +96.4% | +17.4% | +75.6% |
| All | +113.8% | +100.2% | +13.6% | +75.6% |
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 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