-58.4%
MSTR vs AEIS
+87.5%
-145.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.8% | -7.2% | -5.1% |
| 7D | +9.3% | +8.1% | +1.2% | +7.2% |
| 30D | +36.5% | -11.1% | +47.6% | +40.1% |
| 3M | +7.3% | -5.6% | +13.0% | +4.5% |
| 6M | +2.2% | -0.6% | +2.9% | -5.7% |
| YTD | -10.2% | +38.0% | -48.2% | -30.8% |
| All | -58.4% | +87.5% | -145.9% | -74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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