+177.9%
MSTR vs AMIX
-99.9%
+277.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.4% |
| 7D | +12.2% | -13.7% | +25.9% | +12.5% |
| 30D | +45.2% | -62.1% | +107.2% | +47.6% |
| 3M | +10.4% | -46.2% | +56.5% | +8.1% |
| 6M | -2.5% | -46.4% | +43.9% | -4.9% |
| YTD | -6.0% | -60.3% | +54.2% | -6.8% |
| 1Y | -56.4% | -79.7% | +23.3% | -55.6% |
| All | +177.9% | -99.9% | +277.8% | +67.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling