+6.7%
AMZN vs MSTR
-48.9%
+55.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | -0.1% | -0.3% |
| 7D | +7.9% | -1.2% | +9.1% | +8.0% |
| 30D | -0.2% | -15.9% | +15.7% | +1.1% |
| 3M | -4.8% | +33.1% | -37.9% | -7.3% |
| 6M | -5.7% | -31.0% | +25.3% | -4.6% |
| YTD | +12.3% | -15.1% | +27.5% | +14.2% |
| 1Y | +6.7% | -45.6% | +52.3% | +9.9% |
| All | +6.7% | -48.9% | +55.6% | +9.9% |
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