-60.6%
MSTR vs AGI
+9.6%
-70.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.3% | +0.2% | -1.5% |
| 7D | -11.2% | -5.3% | -6.0% | -8.9% |
| 30D | +33.8% | +6.8% | +27.0% | +31.2% |
| 3M | +11.5% | +8.3% | +3.1% | +8.0% |
| 6M | -7.2% | -29.2% | +22.1% | +4.2% |
| YTD | -15.4% | -7.3% | -8.1% | -13.5% |
| 1Y | -60.6% | +8.0% | -68.7% | -62.0% |
| All | -60.6% | +9.6% | -70.2% | -62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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