-45.6%
MSTR vs SPGI
+0.8%
-46.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.2% |
| 7D | -1.2% | +0.3% | -1.5% | -1.3% |
| 30D | -15.9% | +18.4% | -34.3% | -23.4% |
| 3M | +33.1% | +15.7% | +17.4% | +23.8% |
| 6M | -31.0% | +17.3% | -48.3% | -36.4% |
| YTD | -15.1% | -4.7% | -10.4% | -15.8% |
| 1Y | -45.6% | +1.8% | -47.5% | -45.0% |
| All | -45.6% | +0.8% | -46.4% | -45.0% |
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