-49.3%
MSTR vs AIG
+10.1%
-59.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.4% | -7.0% | -4.0% |
| 7D | -10.7% | +2.2% | -13.0% | -10.9% |
| 30D | -21.6% | +6.9% | -28.4% | -22.4% |
| 3M | +24.4% | +6.8% | +17.6% | +23.1% |
| 6M | -35.5% | +9.2% | -44.7% | -36.5% |
| YTD | -20.3% | -1.9% | -18.4% | -21.7% |
| 1Y | -49.3% | +9.7% | -59.0% | -50.8% |
| All | -49.3% | +10.1% | -59.4% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 1y: compounded portfolio wealth divided by compounded AIG 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…
1y analysis · Full analysis span regression · 6 months rolling