-56.4%
MSTR vs ATI
+176.2%
-232.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.0% | -4.4% | -2.4% |
| 7D | +12.2% | -0.1% | +12.2% | +12.1% |
| 30D | +45.2% | +2.7% | +42.5% | +42.5% |
| 3M | +10.4% | +16.3% | -5.9% | +2.1% |
| 6M | -2.5% | +30.2% | -32.7% | -15.4% |
| YTD | -6.0% | +83.6% | -89.6% | -27.6% |
| 1Y | -56.4% | +173.0% | -229.4% | -70.6% |
| All | -56.4% | +176.2% | -232.6% | -70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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