-5.4%
AMAT vs MSTR
-21.2%
+15.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +5.1% | -8.4% | -4.2% |
| 7D | -11.2% | -1.8% | -9.4% | -10.9% |
| 30D | -31.9% | -13.3% | -18.6% | -30.3% |
| 3M | -32.3% | +46.0% | -78.3% | -36.8% |
| 6M | -5.4% | -22.4% | +17.1% | +6.2% |
| All | -5.4% | -21.2% | +15.8% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 6mo: compounded portfolio wealth divided by compounded MSTR 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…
6mo analysis · Full analysis span regression · 6 months rolling