+120.4%
MSTR vs AAL
-32.2%
+152.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -2.2% |
| 7D | +12.2% | -3.7% | +15.9% | +14.8% |
| 30D | +45.2% | -20.8% | +66.0% | +67.3% |
| 3M | +10.4% | -1.3% | +11.7% | +7.5% |
| 6M | -2.5% | +5.4% | -7.9% | -10.3% |
| YTD | -6.0% | -14.4% | +8.3% | -1.9% |
| 1Y | -56.4% | +2.1% | -58.5% | -60.0% |
| 3Y | +306.3% | -10.6% | +316.8% | +256.1% |
| All | +120.4% | -32.2% | +152.5% | +136.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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