+3,879.5%
MSTR vs AGI
+4,227.8%
-348.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.2% | -2.3% | -6.0% |
| 7D | -11.5% | -7.5% | -4.0% | -10.8% |
| 30D | -24.8% | -9.9% | -14.9% | -24.0% |
| 3M | +20.6% | -14.2% | +34.8% | +22.8% |
| 6M | -38.0% | -35.2% | -2.8% | -35.1% |
| YTD | -24.7% | -25.2% | +0.5% | -22.4% |
| 1Y | -49.1% | -14.3% | -34.7% | -48.2% |
| 3Y | +124.7% | +127.7% | -3.0% | +109.2% |
| 5Y | +40.9% | +243.4% | -202.5% | +27.3% |
| 10Y | +481.5% | +384.1% | +97.4% | +402.8% |
| All | +3,879.5% | +4,227.8% | -348.3% | +3,007.3% |
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