+554.5%
MSTR vs ABT
+221.4%
+333.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.1% | -2.8% |
| 7D | -4.0% | +0.3% | -4.3% | -4.0% |
| 30D | -18.6% | +11.6% | -30.3% | -22.8% |
| 3M | +25.6% | +3.1% | +22.4% | +23.1% |
| 6M | -33.1% | +32.8% | -65.9% | -42.8% |
| YTD | -17.3% | -9.6% | -7.7% | -14.4% |
| 1Y | -48.1% | -10.4% | -37.7% | -46.2% |
| 3Y | +154.2% | +25.8% | +128.4% | +106.7% |
| 5Y | +46.2% | -3.4% | +49.6% | +40.9% |
| 10Y | +554.5% | +232.9% | +321.7% | +280.9% |
| All | +554.5% | +221.4% | +333.1% | +280.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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