-46.5%
MSTR vs SPGI
+2.7%
-49.2%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -3.0% |
| 7D | -13.4% | +1.2% | -14.7% | -14.0% |
| 30D | -22.1% | +15.9% | -38.0% | -28.3% |
| 3M | +15.0% | +12.3% | +2.7% | +8.1% |
| 6M | -37.3% | +23.7% | -61.0% | -43.7% |
| YTD | -26.5% | -3.5% | -23.0% | -27.2% |
| 1Y | -46.5% | +0.4% | -46.9% | -46.5% |
| All | -46.5% | +2.7% | -49.2% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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