+308.9%
MSTR vs AMT
+8.2%
+300.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.3% |
| 7D | +12.2% | -0.2% | +12.4% | +12.2% |
| 30D | +45.2% | +4.6% | +40.5% | +44.7% |
| 3M | +10.4% | -8.4% | +18.8% | +11.1% |
| 6M | -2.5% | -6.0% | +3.5% | -2.1% |
| YTD | -6.0% | +2.1% | -8.1% | -6.2% |
| 1Y | -56.4% | -6.4% | -50.0% | -56.3% |
| All | +308.9% | +8.2% | +300.7% | +305.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling