+1,252.0%
MSTR vs AEE
+851.1%
+400.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | +12.2% | +0.3% | +11.8% | +12.1% |
| 30D | +45.2% | -2.3% | +47.4% | +45.9% |
| 3M | +10.4% | +0.2% | +10.2% | +9.6% |
| 6M | -2.5% | -4.7% | +2.3% | -1.9% |
| YTD | -6.0% | +8.1% | -14.1% | -8.5% |
| 1Y | -56.4% | +8.5% | -65.0% | -57.7% |
| 3Y | +306.3% | +48.9% | +257.4% | +259.0% |
| 5Y | +100.5% | +39.9% | +60.6% | +80.2% |
| 10Y | +741.1% | +186.5% | +554.5% | +501.2% |
| All | +1,252.0% | +851.1% | +400.8% | +815.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling