+495.5%
MSTR vs ATI
+1,002.4%
-506.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.4% | -7.9% | -6.9% |
| 7D | -11.5% | +13.0% | -24.5% | -15.0% |
| 30D | -24.8% | +0.2% | -25.0% | -25.1% |
| 3M | +20.6% | -17.5% | +38.1% | +27.3% |
| 6M | -38.0% | +18.1% | -56.1% | -42.0% |
| YTD | -24.7% | +65.7% | -90.4% | -36.9% |
| 1Y | -49.1% | +91.9% | -141.0% | -59.3% |
| 3Y | +124.7% | +335.2% | -210.6% | +36.9% |
| 5Y | +40.9% | +1,004.3% | -963.4% | -29.9% |
| All | +495.5% | +1,002.4% | -506.8% | +181.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling