-56.4%
MSTR vs AMCR
+11.5%
-67.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -0.8% |
| 7D | +12.2% | -3.3% | +15.4% | +13.3% |
| 30D | +45.2% | -5.4% | +50.6% | +48.0% |
| 3M | +10.4% | +20.0% | -9.6% | +1.9% |
| 6M | -2.5% | 0.0% | -2.5% | -2.9% |
| YTD | -6.0% | +11.5% | -17.5% | -9.3% |
| 1Y | -56.4% | +11.4% | -67.8% | -56.5% |
| All | -56.4% | +11.5% | -67.9% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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