-58.6%
MSTR vs ABBV
+21.6%
-80.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.0% | -1.4% | -4.9% |
| 7D | +9.3% | -4.3% | +13.6% | +8.5% |
| 30D | +36.5% | +1.1% | +35.4% | +36.8% |
| 3M | +7.3% | +12.3% | -5.0% | +9.5% |
| 6M | +2.2% | +9.8% | -7.5% | +4.8% |
| YTD | -10.2% | +11.5% | -21.6% | -8.3% |
| 1Y | -58.6% | +22.3% | -80.9% | -57.9% |
| All | -58.6% | +21.6% | -80.2% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ABBV.
Daily Out/Under-Performance
Portfolio return minus ABBV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABBV 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 ABBV 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