+283.2%
MSTR vs AGI
+208.5%
+74.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.4% | -3.0% | -3.8% |
| 7D | +9.3% | +4.4% | +4.9% | +7.5% |
| 30D | +36.5% | +10.0% | +26.6% | +32.2% |
| 3M | +7.3% | +1.7% | +5.6% | +6.6% |
| 6M | +2.2% | -26.8% | +29.0% | +14.2% |
| YTD | -10.2% | -5.3% | -4.8% | -9.4% |
| 1Y | -58.6% | +11.5% | -70.1% | -61.1% |
| 3Y | +283.2% | +212.9% | +70.3% | +129.9% |
| All | +283.2% | +208.5% | +74.7% | +129.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling