+1,252.0%
MSTR vs AMT
+972.0%
+279.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.0% |
| 7D | +12.2% | -0.2% | +12.4% | +12.4% |
| 30D | +45.2% | +4.6% | +40.5% | +43.1% |
| 3M | +10.4% | -8.4% | +18.8% | +13.2% |
| 6M | -2.5% | -6.0% | +3.5% | -1.0% |
| YTD | -6.0% | +2.1% | -8.1% | -7.4% |
| 1Y | -56.4% | -6.4% | -50.0% | -55.9% |
| 3Y | +306.3% | +8.1% | +298.2% | +279.9% |
| 5Y | +100.5% | -31.9% | +132.4% | +122.8% |
| 10Y | +741.1% | +97.1% | +644.0% | +540.5% |
| All | +1,252.0% | +972.0% | +279.9% | +569.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling