+936.1%
MSTR vs AMC
-97.8%
+1,033.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -12.5% | +3.2% | -8.4% |
| 7D | -8.7% | 0.0% | -8.7% | -8.7% |
| 30D | -21.4% | +4.4% | -25.8% | -21.6% |
| 3M | +31.4% | +15.4% | +16.1% | +30.1% |
| 6M | -30.8% | +93.7% | -124.5% | -34.7% |
| YTD | -14.9% | +97.4% | -112.3% | -20.0% |
| 1Y | -49.3% | +23.2% | -72.5% | -50.9% |
| 3Y | +184.8% | -71.3% | +256.1% | +191.9% |
| 5Y | +62.1% | -99.3% | +161.4% | +86.9% |
| 10Y | +580.0% | -98.7% | +678.7% | +702.2% |
| All | +936.1% | -97.8% | +1,033.8% | +961.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling