-59.6%
MSTR vs AIG
-2.4%
-57.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -2.9% |
| 7D | +7.7% | -1.4% | +9.2% | +8.2% |
| 30D | +36.3% | -3.3% | +39.7% | +37.4% |
| 3M | +13.4% | +2.2% | +11.2% | +12.8% |
| 6M | -4.5% | -2.1% | -2.4% | -4.7% |
| YTD | -12.7% | -11.2% | -1.5% | -11.2% |
| 1Y | -59.6% | -2.1% | -57.5% | -60.3% |
| All | -59.6% | -2.4% | -57.3% | -60.3% |
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