+113.8%
MSTR vs AU
+676.5%
-562.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -4.0% |
| 7D | +9.3% | -0.3% | +9.6% | +9.6% |
| 30D | +36.5% | +12.8% | +23.7% | +31.9% |
| 3M | +7.3% | +28.5% | -21.1% | -0.7% |
| 6M | +2.2% | +4.8% | -2.6% | 0.0% |
| YTD | -10.2% | +31.0% | -41.1% | -19.1% |
| 1Y | -58.6% | +81.4% | -140.0% | -67.1% |
| 3Y | +283.2% | +618.4% | -335.2% | +71.5% |
| 5Y | +113.8% | +686.3% | -572.5% | -13.2% |
| All | +113.8% | +676.5% | -562.7% | -13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling