-47.4%
MSTR vs ALAB
+25.4%
-72.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +13.7% | -16.3% | -6.0% |
| 7D | -4.0% | -5.6% | +1.6% | -3.1% |
| 30D | -18.6% | -36.6% | +18.0% | -9.6% |
| 3M | +25.6% | -35.1% | +60.7% | +37.6% |
| 6M | -33.1% | +8.5% | -41.6% | -39.4% |
| YTD | -17.3% | +30.4% | -47.7% | -34.0% |
| All | -47.4% | +25.4% | -72.8% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 ALAB 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