+46.2%
MSTR vs AGI
+318.8%
-272.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.4% | -5.0% | -3.8% |
| 7D | -4.0% | +17.4% | -21.4% | -11.9% |
| 30D | -18.6% | -0.9% | -17.7% | -18.7% |
| 3M | +25.6% | -1.6% | +27.2% | +26.8% |
| 6M | -33.1% | -24.7% | -8.4% | -23.7% |
| YTD | -17.3% | -15.3% | -2.1% | -13.2% |
| 1Y | -48.1% | +5.5% | -53.6% | -51.2% |
| 3Y | +154.2% | +154.5% | -0.3% | +34.2% |
| 5Y | +46.2% | +310.6% | -264.4% | -44.0% |
| All | +46.2% | +318.8% | -272.6% | -44.0% |
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 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