-42.3%
MSTR vs ATI
+86.4%
-128.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.8% | +5.3% |
| 7D | -1.8% | +8.3% | -10.1% | -4.4% |
| 30D | -13.3% | -7.3% | -6.1% | -10.9% |
| 3M | +46.0% | -10.5% | +56.5% | +49.4% |
| 6M | -22.4% | +16.4% | -38.8% | -31.1% |
| YTD | -6.2% | +56.1% | -62.2% | -26.9% |
| 1Y | -42.3% | +86.5% | -128.8% | -57.3% |
| All | -42.3% | +86.4% | -128.7% | -57.3% |
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