-49.1%
MSTR vs AMT
+7.3%
-56.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.2% | -6.3% | -6.5% |
| 7D | -11.5% | -2.2% | -9.4% | -11.3% |
| 30D | -24.8% | +5.8% | -30.6% | -25.5% |
| 3M | +20.6% | +12.6% | +8.1% | +18.2% |
| 6M | -38.0% | +8.3% | -46.3% | -38.7% |
| YTD | -24.7% | +11.4% | -36.1% | -28.7% |
| 1Y | -49.1% | +7.7% | -56.8% | -50.1% |
| All | -49.1% | +7.3% | -56.4% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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