MSTR monthly performance report
Explore MSTR's monthly returns, drawdown, and seasonality trends — updated every month.
MSTR monthly report
—
Key takeaways
- MicroStrategy Inc. (MSTR) closed September 2026 at $126.18, down 5.09% for the month and −62.34% over the trailing 12 months.
- Year-to-date, MSTR is −16.96%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading −8.45% versus its 200-day moving average ($137.83), a cautious technical signal.
- Over the past three years, MSTR has outperformed the S&P 500 by +200.17%, with a relative strength index reading of 218.
- Win rate over the trailing 39 months stands at 46.2% — 18 positive months versus 21 negative months.
MicroStrategy Inc. ended September 2026 at $126.18, posting a monthly return of −5.09%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −3.39%.
The current quarter stands at +45.15% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −8.45% versus the 200-day moving average ($137.83).
Year-to-date, MSTR is −16.96% against SPY +10.58%, a gap of −27.54%. The stock is currently −65.45% below its 52-week high, with maximum 3-year drawdown at −82.63%.
| Period | MSTR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.64% | −0.44% | −2.20% |
| 1 Week | −4.91% | −1.10% | −3.82% |
| 1 Month | −5.09% | −1.69% | −3.39% |
| 3 Months | −3.78% | −0.10% | −3.68% |
| 6 Months | −8.13% | +13.21% | −21.34% |
| YTD | −16.96% | +10.58% | −27.54% |
| 12 Months | −62.34% | +14.25% | −76.59% |
| 3 Years | +270.25% | +70.07% | +200.17% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2024 | +104.07% |
| #2 | Mar 2024 | +66.66% |
| #3 | Nov 2024 | +58.47% |
| #4 | Oct 2024 | +45.02% |
| #5 | May 2024 | +43.15% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jun 2026 | −45.36% |
| #2 | Apr 2024 | −37.52% |
| #3 | Nov 2025 | −34.26% |
| #4 | Dec 2024 | −25.25% |
| #5 | Feb 2025 | −23.70% |
| Quarter | Return |
|---|---|
| Q2 2025 | +40.23% |
| Q3 2025 | −20.29% |
| Q4 2025 | −52.84% |
| Q1 2026 | −17.87% |
| Q2 2026 | −30.34% |
| Q3 2026 (QTD) | +45.15% |
| Year | Return |
|---|---|
| 2023 | +346.05% |
| 2024 | +358.55% |
| 2025 | −47.53% |
| 2026 | −16.96% |
| Metric | Value |
|---|---|
| 52-Week High | $365.21 (2025-10-06) |
| 52-Week Low | $81.81 (2026-06-26) |
| Current Price | $126.18 |
| 200-Day Moving Average | $137.83 |
| Price vs 200DMA | −8.45% |
| 3-Year Maximum Drawdown | −82.63% (2026-06-26) |
| Current Drawdown from 52W High | −65.45% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 218 |
| 3-Year Excess Return vs S&P 500 | +200.17% |
| RS Peak | 1045.2 (Nov 2024) |
| RS Trough | 96 (Oct 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was MSTR's return for this report period?
MSTR returned −5.09% in the latest monthly window ending 2026-09-16.
Has MSTR outperformed SPY year to date?
YTD MSTR: −16.96% vs SPY: +10.58%.
What is MSTR's 12-month return?
−62.34% over the trailing 12 months.
Is MSTR above or below its 200-day moving average?
Price is −8.45% versus 200DMA ($137.83).
What is the maximum drawdown in the 3-year window?
−82.63% on 2026-06-26.