+49.9%
MSTR vs SPGI
+11.1%
+38.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.7% |
| 7D | -1.2% | +0.3% | -1.5% | -1.4% |
| 30D | -15.9% | +18.4% | -34.3% | -29.5% |
| 3M | +33.1% | +15.7% | +17.4% | +14.5% |
| 6M | -31.0% | +17.3% | -48.3% | -42.5% |
| YTD | -15.1% | -4.7% | -10.4% | -12.9% |
| 1Y | -45.6% | +1.8% | -47.5% | -48.8% |
| 3Y | +180.5% | +31.7% | +148.8% | +69.6% |
| All | +49.9% | +11.1% | +38.8% | +3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling