+47.3%
AMZN vs MSTR
+104.3%
-57.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.1% |
| 7D | -3.0% | +12.2% | -15.1% | -5.0% |
| 30D | -5.2% | +45.2% | -50.4% | -11.6% |
| 3M | +1.9% | +10.4% | -8.5% | -1.4% |
| 6M | +19.2% | -2.5% | +21.7% | +16.9% |
| YTD | +12.0% | -6.0% | +18.0% | +8.7% |
| 1Y | +9.7% | -56.4% | +66.1% | +20.9% |
| 3Y | +87.2% | +306.3% | -219.1% | +6.0% |
| All | +47.3% | +104.3% | -57.0% | -22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling