+591.6%
AMZN vs MSTR
+568.7%
+22.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.6% | +5.5% | +3.3% |
| 7D | +8.7% | -4.0% | +12.6% | +9.3% |
| 30D | +1.7% | -18.6% | +20.3% | +4.6% |
| 3M | -2.8% | +25.6% | -28.3% | -7.3% |
| 6M | -2.1% | -33.1% | +30.9% | +1.6% |
| YTD | +15.6% | -17.3% | +33.0% | +14.1% |
| 1Y | +9.2% | -48.1% | +57.3% | +15.3% |
| 3Y | +89.9% | +154.2% | -64.3% | +33.2% |
| 5Y | +49.3% | +46.2% | +3.1% | -3.1% |
| 10Y | +591.6% | +554.5% | +37.1% | +166.5% |
| All | +591.6% | +568.7% | +22.9% | +166.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling