-37.6%
MSTR vs AGI
-31.4%
-6.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.8% | +3.8% | +2.9% |
| 7D | -14.2% | 0.0% | -14.2% | -14.7% |
| 30D | -19.9% | -7.6% | -12.3% | -15.9% |
| 3M | +27.3% | -10.2% | +37.5% | +38.7% |
| 6M | -37.6% | -31.5% | -6.1% | -21.0% |
| All | -37.6% | -31.4% | -6.2% | -21.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling