+1,252.0%
MSTR vs NI
+1,069.6%
+182.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -1.2% |
| 7D | +12.2% | +2.0% | +10.1% | +11.4% |
| 30D | +45.2% | -3.5% | +48.7% | +47.0% |
| 3M | +10.4% | -9.1% | +19.5% | +13.7% |
| 6M | -2.5% | -11.8% | +9.4% | +1.6% |
| YTD | -6.0% | +1.1% | -7.1% | -7.0% |
| 1Y | -56.4% | +6.7% | -63.1% | -57.7% |
| 3Y | +306.3% | +71.1% | +235.2% | +227.5% |
| 5Y | +100.5% | +94.3% | +6.2% | +54.4% |
| 10Y | +741.1% | +135.8% | +605.3% | +466.8% |
| All | +1,252.0% | +1,069.6% | +182.3% | +219.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling