+113.8%
MSTR vs AGI
+390.0%
-276.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.4% | -3.0% | -3.7% |
| 7D | +9.3% | +4.4% | +4.9% | +7.3% |
| 30D | +36.5% | +10.0% | +26.6% | +31.4% |
| 3M | +7.3% | +1.7% | +5.6% | +6.5% |
| 6M | +2.2% | -26.8% | +29.0% | +17.4% |
| YTD | -10.2% | -5.3% | -4.8% | -10.0% |
| 1Y | -58.6% | +11.5% | -70.1% | -62.4% |
| 3Y | +283.2% | +212.9% | +70.3% | +85.1% |
| 5Y | +113.8% | +388.8% | -275.0% | -18.9% |
| All | +113.8% | +390.0% | -276.3% | -18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling