+331.1%
AMD vs MSTR
+306.3%
+24.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.4% | +6.1% | +5.0% |
| 7D | +2.6% | +12.2% | -9.6% | -0.1% |
| 30D | -0.9% | +45.2% | -46.1% | -9.0% |
| 3M | -8.7% | +10.4% | -19.1% | -11.7% |
| 6M | +136.3% | -2.5% | +138.8% | +132.3% |
| YTD | +123.0% | -6.0% | +129.0% | +117.9% |
| 1Y | +195.2% | -56.4% | +251.6% | +230.0% |
| All | +331.1% | +306.3% | +24.8% | +247.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling