+49,685.6%
AMZN vs MSTR
+1,511.6%
+48,174.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | -0.1% | -0.3% |
| 7D | +7.9% | -1.2% | +9.1% | +8.1% |
| 30D | -0.2% | -15.9% | +15.7% | +2.5% |
| 3M | -4.8% | +33.1% | -37.9% | -10.8% |
| 6M | -5.7% | -31.0% | +25.3% | -2.2% |
| YTD | +12.3% | -15.1% | +27.5% | +9.8% |
| 1Y | +6.7% | -45.6% | +52.3% | +12.2% |
| 3Y | +85.6% | +180.5% | -94.9% | +24.5% |
| 5Y | +47.4% | +61.7% | -14.3% | -2.5% |
| 10Y | +586.8% | +578.0% | +8.8% | +204.6% |
| All | +49,685.6% | +1,511.6% | +48,174.0% | +10,975.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling