-58.4%
MSTR vs AEE
+10.9%
-69.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.0% | -5.4% | -4.0% |
| 7D | +9.3% | +1.3% | +8.0% | +9.9% |
| 30D | +36.5% | -1.2% | +37.7% | +35.9% |
| 3M | +7.3% | +1.0% | +6.3% | +5.0% |
| 6M | +2.2% | -2.3% | +4.5% | +0.8% |
| YTD | -10.2% | +9.1% | -19.3% | -9.6% |
| All | -58.4% | +10.9% | -69.4% | -56.7% |
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