+521.9%
MSTR vs ABT
+226.7%
+295.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.1% | +1.5% |
| 7D | -14.2% | -5.4% | -8.8% | -12.0% |
| 30D | -19.9% | +8.0% | -27.9% | -22.8% |
| 3M | +27.3% | +0.2% | +27.1% | +26.5% |
| 6M | -37.6% | +34.1% | -71.7% | -47.0% |
| YTD | -19.5% | -10.6% | -8.9% | -16.2% |
| 1Y | -47.1% | -11.8% | -35.3% | -44.8% |
| 3Y | +140.3% | +23.9% | +116.4% | +96.8% |
| 5Y | +49.5% | -5.1% | +54.6% | +45.2% |
| 10Y | +521.9% | +228.6% | +293.2% | +259.5% |
| All | +521.9% | +226.7% | +295.2% | +259.5% |
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