+154.2%
MSTR vs SPGI
+30.9%
+123.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.3% | -3.0% |
| 7D | -4.0% | -0.9% | -3.1% | -3.4% |
| 30D | -18.6% | +15.5% | -34.1% | -25.5% |
| 3M | +25.6% | +15.7% | +9.9% | +15.3% |
| 6M | -33.1% | +19.1% | -52.1% | -39.8% |
| YTD | -17.3% | -4.1% | -13.3% | -15.9% |
| 1Y | -48.1% | +1.2% | -49.3% | -49.1% |
| 3Y | +154.2% | +31.6% | +122.6% | +122.6% |
| All | +154.2% | +30.9% | +123.3% | +122.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling