-42.3%
MSTR vs AEE
+13.9%
-56.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.5% | +2.6% | +6.3% |
| 7D | -1.8% | +4.7% | -6.5% | +0.4% |
| 30D | -13.3% | +13.4% | -26.7% | -7.8% |
| 3M | +46.0% | +4.1% | +41.9% | +49.7% |
| 6M | -22.4% | +2.0% | -24.5% | -20.9% |
| YTD | -6.2% | +15.6% | -21.8% | -3.6% |
| 1Y | -42.3% | +14.1% | -56.4% | -39.5% |
| All | -42.3% | +13.9% | -56.2% | -39.5% |
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