-58.6%
MSTR vs AEM
+31.9%
-90.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.4% | -3.0% | -3.7% |
| 7D | +9.3% | +4.3% | +5.0% | +7.5% |
| 30D | +36.5% | +13.1% | +23.4% | +30.8% |
| 3M | +7.3% | +24.8% | -17.5% | -1.2% |
| 6M | +2.2% | -8.2% | +10.5% | +2.7% |
| YTD | -10.2% | +19.8% | -30.0% | -15.8% |
| 1Y | -58.6% | +32.1% | -90.7% | -62.4% |
| All | -58.6% | +31.9% | -90.5% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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