+308.9%
MSTR vs AEIS
+142.1%
+166.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.4% | -3.8% | -2.5% |
| 7D | +12.2% | +3.0% | +9.2% | +10.9% |
| 30D | +45.2% | -14.6% | +59.8% | +55.0% |
| 3M | +10.4% | -12.4% | +22.8% | +11.3% |
| 6M | -2.5% | -15.0% | +12.5% | -3.2% |
| YTD | -6.0% | +34.3% | -40.3% | -31.5% |
| 1Y | -56.4% | +87.4% | -143.8% | -74.9% |
| All | +308.9% | +142.1% | +166.8% | +83.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling