+1,120.6%
MSTR vs AEIS
+1,667.6%
-547.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.1% | -6.4% | -2.5% |
| 7D | -1.2% | -11.3% | +10.1% | +2.5% |
| 30D | -15.9% | -32.6% | +16.7% | -3.5% |
| 3M | +33.1% | -39.2% | +72.3% | +57.1% |
| 6M | -31.0% | -45.4% | +14.4% | -17.9% |
| YTD | -15.1% | -5.8% | -9.3% | -19.7% |
| 1Y | -45.6% | -10.0% | -35.7% | -47.6% |
| 3Y | +180.5% | +121.2% | +59.3% | +93.0% |
| 5Y | +61.7% | +110.6% | -49.0% | +18.9% |
| 10Y | +578.0% | +326.6% | +251.4% | +254.9% |
| All | +1,120.6% | +1,667.6% | -547.0% | +135.7% |
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