+677.4%
MSTR vs AMGN
+210.7%
+466.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | +7.7% | -11.6% | +19.4% | +12.4% |
| 30D | +36.3% | -5.7% | +42.0% | +39.1% |
| 3M | +13.4% | +14.2% | -0.8% | +7.9% |
| 6M | -4.5% | +5.2% | -9.7% | -6.6% |
| YTD | -12.7% | +22.0% | -34.7% | -19.0% |
| 1Y | -59.6% | +43.6% | -103.2% | -64.7% |
| 3Y | +272.5% | +65.0% | +207.5% | +208.2% |
| 5Y | +107.1% | +112.0% | -4.9% | +59.3% |
| 10Y | +677.4% | +216.6% | +460.8% | +436.7% |
| All | +677.4% | +210.7% | +466.7% | +436.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AMGN 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling