+536.9%
MSTR vs AU
+879.0%
-342.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.0% | +3.0% | +1.5% |
| 7D | -14.2% | +4.7% | -18.8% | -15.1% |
| 30D | -19.9% | -1.5% | -18.3% | -19.7% |
| 3M | +27.3% | -5.0% | +32.3% | +29.0% |
| 6M | -37.6% | -13.5% | -24.1% | -35.8% |
| YTD | -19.5% | +11.7% | -31.2% | -21.3% |
| 1Y | -47.1% | +21.3% | -68.4% | -49.1% |
| 3Y | +140.3% | +545.0% | -404.7% | +74.8% |
| 5Y | +49.5% | +412.0% | -362.5% | +9.2% |
| All | +536.9% | +879.0% | -342.1% | +374.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling