+121.1%
MSTR vs ATI
+318.7%
-197.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.7% | +1.3% | -0.8% |
| 7D | -13.4% | +4.2% | -17.6% | -15.1% |
| 30D | -22.1% | -2.5% | -19.5% | -21.6% |
| 3M | +15.0% | -19.4% | +34.4% | +25.4% |
| 6M | -37.3% | +11.1% | -48.4% | -42.0% |
| YTD | -26.5% | +59.5% | -86.1% | -43.4% |
| 1Y | -46.5% | +85.8% | -132.2% | -61.8% |
| 3Y | +121.1% | +311.9% | -190.8% | +0.4% |
| All | +121.1% | +318.7% | -197.6% | +0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling