-56.4%
MSTR vs AEE
+8.8%
-65.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | +12.2% | +0.3% | +11.8% | +12.3% |
| 30D | +45.2% | -2.3% | +47.4% | +43.8% |
| 3M | +10.4% | +0.2% | +10.2% | +7.3% |
| 6M | -2.5% | -4.7% | +2.3% | -4.0% |
| YTD | -6.0% | +8.1% | -14.1% | -5.8% |
| 1Y | -56.4% | +8.5% | -65.0% | -54.1% |
| All | -56.4% | +8.8% | -65.2% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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