-47.4%
MSTR vs AEM
+22.8%
-70.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.8% | -7.4% | -5.2% |
| 7D | -4.0% | +17.8% | -21.8% | -12.8% |
| 30D | -18.6% | +6.2% | -24.9% | -21.7% |
| 3M | +25.6% | +12.5% | +13.0% | +18.8% |
| 6M | -33.1% | +4.4% | -37.5% | -35.2% |
| YTD | -17.3% | +19.2% | -36.6% | -28.2% |
| All | -47.4% | +22.8% | -70.2% | -55.1% |
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