+308.9%
MSTR vs AMC
-79.6%
+388.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.3% | -5.7% | -2.1% |
| 7D | +12.2% | +2.3% | +9.9% | +11.6% |
| 30D | +45.2% | -0.7% | +45.9% | +45.3% |
| 3M | +10.4% | +35.2% | -24.8% | +2.5% |
| 6M | -2.5% | +124.6% | -127.1% | -18.2% |
| YTD | -6.0% | +69.9% | -75.9% | -17.8% |
| 1Y | -56.4% | -2.6% | -53.8% | -58.2% |
| All | +308.9% | -79.6% | +388.5% | +318.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling