+50.4%
AMZN vs MSTR
+36.1%
+14.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.1% |
| 7D | +2.8% | -13.4% | +16.3% | +5.2% |
| 30D | +5.0% | -22.1% | +27.0% | +9.0% |
| 3M | +0.6% | +15.0% | -14.4% | -3.3% |
| 6M | -1.3% | -37.3% | +36.0% | +3.9% |
| YTD | +15.5% | -26.5% | +42.1% | +15.9% |
| 1Y | +12.2% | -46.5% | +58.7% | +18.5% |
| 3Y | +87.0% | +121.1% | -34.1% | +20.1% |
| All | +50.4% | +36.1% | +14.3% | -12.6% |
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