+6.7%
AMZN vs MSTR
-44.1%
+50.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.1% | +1.0% | +5.7% |
| 7D | +4.5% | -1.8% | +6.3% | +4.6% |
| 30D | +5.8% | -13.3% | +19.1% | +6.8% |
| 3M | -4.1% | +46.0% | -50.1% | -7.5% |
| 6M | -2.2% | -22.4% | +20.2% | -1.9% |
| YTD | +15.3% | -6.2% | +21.4% | +16.2% |
| 1Y | +6.7% | -42.3% | +49.0% | +11.0% |
| All | +6.7% | -44.1% | +50.8% | +11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling