-46.5%
MSTR vs AMT
+9.0%
-55.4%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.6% |
| 7D | -13.4% | +1.5% | -14.9% | -13.6% |
| 30D | -22.1% | +6.8% | -28.9% | -22.8% |
| 3M | +15.0% | +11.2% | +3.7% | +13.0% |
| 6M | -37.3% | +12.5% | -49.8% | -38.8% |
| YTD | -26.5% | +12.5% | -39.0% | -30.1% |
| 1Y | -46.5% | +10.1% | -56.6% | -48.1% |
| All | -46.5% | +9.0% | -55.4% | -48.1% |
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