-42.3%
MSTR vs AG
+29.4%
-71.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +9.1% | -4.1% | +1.7% |
| 7D | -1.8% | -2.6% | +0.8% | -0.8% |
| 30D | -13.3% | -12.1% | -1.2% | -9.1% |
| 3M | +46.0% | -6.6% | +52.6% | +50.3% |
| 6M | -22.4% | -20.5% | -2.0% | -16.8% |
| YTD | -6.2% | -7.4% | +1.2% | -3.8% |
| 1Y | -42.3% | +33.4% | -75.7% | -46.1% |
| All | -42.3% | +29.4% | -71.7% | -46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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