+4,867.0%
MSTR vs AGI
+5,459.2%
-592.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.2% |
| 7D | +12.2% | +0.6% | +11.6% | +12.2% |
| 30D | +45.2% | +18.2% | +26.9% | +43.0% |
| 3M | +10.4% | -4.1% | +14.5% | +11.0% |
| 6M | -2.5% | -28.7% | +26.2% | +0.8% |
| YTD | -6.0% | -4.0% | -2.0% | -5.6% |
| 1Y | -56.4% | +17.4% | -73.8% | -57.1% |
| 3Y | +306.3% | +203.0% | +103.3% | +267.3% |
| 5Y | +100.5% | +376.7% | -276.2% | +75.6% |
| 10Y | +741.1% | +407.5% | +333.6% | +613.6% |
| All | +4,867.0% | +5,459.2% | -592.2% | +3,678.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling