-49.1%
MSTR vs AMIX
-92.5%
+43.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -8.4% | +2.0% | -6.4% |
| 7D | -11.5% | -10.9% | -0.7% | -11.4% |
| 30D | -24.8% | -55.0% | +30.2% | -24.2% |
| 3M | +20.6% | -82.0% | +102.7% | +22.8% |
| 6M | -38.0% | -80.4% | +42.5% | -34.8% |
| YTD | -24.7% | -88.3% | +63.6% | -19.1% |
| 1Y | -49.1% | -92.4% | +43.3% | -45.0% |
| All | -49.1% | -92.5% | +43.4% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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