+113.8%
MSTR vs AEIS
+228.8%
-115.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.8% | -7.2% | -6.2% |
| 7D | +9.3% | +8.1% | +1.2% | +3.8% |
| 30D | +36.5% | -11.1% | +47.6% | +45.8% |
| 3M | +7.3% | -5.6% | +13.0% | +1.9% |
| 6M | +2.2% | -0.6% | +2.9% | -11.9% |
| YTD | -10.2% | +38.0% | -48.2% | -43.8% |
| 1Y | -58.6% | +87.2% | -145.9% | -80.8% |
| 3Y | +283.2% | +179.7% | +103.5% | +10.0% |
| 5Y | +113.8% | +241.7% | -128.0% | -52.1% |
| All | +113.8% | +228.8% | -115.0% | -52.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling