-46.5%
MSTR vs AGI
-15.8%
-30.7%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -2.2% |
| 7D | -13.4% | -10.1% | -3.3% | -8.4% |
| 30D | -22.1% | -6.5% | -15.5% | -19.8% |
| 3M | +15.0% | -12.8% | +27.8% | +24.5% |
| 6M | -37.3% | -34.3% | -3.0% | -23.7% |
| YTD | -26.5% | -25.6% | -0.9% | -18.1% |
| 1Y | -46.5% | -14.2% | -32.2% | -45.1% |
| All | -46.5% | -15.8% | -30.7% | -45.1% |
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