+113.8%
MSTR vs AIG
+53.5%
+60.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.0% | -2.4% | -3.0% |
| 7D | +9.3% | -1.6% | +10.9% | +10.7% |
| 30D | +36.5% | -5.2% | +41.7% | +41.8% |
| 3M | +7.3% | +1.5% | +5.9% | +5.8% |
| 6M | +2.2% | -3.9% | +6.2% | +4.6% |
| YTD | -10.2% | -11.6% | +1.5% | -2.8% |
| 1Y | -58.6% | -2.9% | -55.7% | -59.0% |
| 3Y | +283.2% | +33.7% | +249.4% | +176.8% |
| 5Y | +113.8% | +52.7% | +61.1% | +41.2% |
| All | +113.8% | +53.5% | +60.2% | +41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling