+151.6%
MSTR vs AMIX
-100.0%
+251.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.6% | -3.7% | -9.2% |
| 7D | -8.7% | -25.5% | +16.8% | -8.1% |
| 30D | -21.4% | -56.2% | +34.8% | -20.1% |
| 3M | +31.4% | -87.4% | +118.9% | +36.6% |
| 6M | -30.8% | -80.9% | +50.1% | -31.3% |
| YTD | -14.9% | -86.8% | +71.9% | -13.7% |
| 1Y | -49.3% | -91.3% | +42.0% | -47.9% |
| All | +151.6% | -100.0% | +251.6% | +55.1% |
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