-56.4%
MSTR vs AU
+100.5%
-156.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -0.5% |
| 7D | +12.2% | -3.6% | +15.8% | +13.9% |
| 30D | +45.2% | +23.9% | +21.3% | +36.3% |
| 3M | +10.4% | +19.1% | -8.7% | +4.2% |
| 6M | -2.5% | -0.2% | -2.3% | -5.6% |
| YTD | -6.0% | +32.5% | -38.5% | -12.1% |
| 1Y | -56.4% | +96.9% | -153.4% | -62.2% |
| All | -56.4% | +100.5% | -156.9% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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