+1,252.0%
MSTR vs AEIS
+2,420.3%
-1,168.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.4% | -3.8% | -2.3% |
| 7D | +12.2% | +3.0% | +9.2% | +11.1% |
| 30D | +45.2% | -14.6% | +59.8% | +53.2% |
| 3M | +10.4% | -12.4% | +22.8% | +12.2% |
| 6M | -2.5% | -15.0% | +12.5% | -1.4% |
| YTD | -6.0% | +34.3% | -40.3% | -20.9% |
| 1Y | -56.4% | +87.4% | -143.8% | -67.7% |
| 3Y | +306.3% | +139.8% | +166.5% | +173.3% |
| 5Y | +100.5% | +220.7% | -120.2% | +28.0% |
| 10Y | +741.1% | +531.6% | +209.5% | +285.8% |
| All | +1,252.0% | +2,420.3% | -1,168.3% | +132.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling