-46.5%
MSTR vs AMC
+33.2%
-79.7%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.7% | +0.3% | -1.9% |
| 7D | -13.4% | +3.5% | -16.9% | -14.1% |
| 30D | -22.1% | +12.5% | -34.5% | -23.6% |
| 3M | +15.0% | +23.6% | -8.6% | +10.4% |
| 6M | -37.3% | +144.4% | -181.7% | -51.1% |
| YTD | -26.5% | +108.3% | -134.9% | -41.2% |
| 1Y | -46.5% | +38.9% | -85.4% | -50.3% |
| All | -46.5% | +33.2% | -79.7% | -50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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