MicroStrategy Incorporated (MSTR)

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The chart shows the growth of an initial investment of $10,000 in MicroStrategy Incorporated, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

MicroStrategy Incorporated (MSTR) has returned -15.20% so far this year and -56.59% over the past 12 months. Looking at the last ten years, MSTR has achieved an annualized return of 21.71%, outperforming the S&P 500 Index benchmark, which averaged 12.82% per year.

Based on dividend-adjusted daily data since Jun 11, 1998, MSTR's average daily return is +0.15%, while the average monthly return is +3.56%. At this rate, your investment would double in approximately 1.7 years.

Historically, 52% of months were positive and 48% were negative. The best month was Oct 2001 with a return of +143.4%, while the worst month was Apr 2000 at -70.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 9 months.

On a daily basis, MSTR closed higher 50% of trading days. The best single day was Apr 19, 2001 with a return of +76.4%, while the worst single day was Mar 20, 2000 at -61.7%.

MicroStrategy Incorporated has an annualized alpha of 28.83%, beta of 1.40, and R² of 0.13 versus S&P 500 Index. Calculated based on daily prices since June 12, 1998.

• This stock captured 277.36% of S&P 500 Index gains and 182.88% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.13 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

MSTR ranks 9 for risk / return — in the bottom 9% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for MicroStrategy Incorporated (MSTR) and compare them to a chosen benchmark (S&P 500 Index).

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the MicroStrategy Incorporated. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MicroStrategy Incorporated was 99.86%, occurring on Jul 26, 2002. Recovery took 5612 trading sessions.

The current MicroStrategy Incorporated drawdown is 72.80%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of MicroStrategy Incorporated over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how MicroStrategy Incorporated is priced in the market compared to other companies in the Software - Application industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.