-56.4%
MSTR vs ALB
+60.9%
-117.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +3.1% | -0.5% |
| 7D | +12.2% | -8.1% | +20.2% | +13.9% |
| 30D | +45.2% | +6.3% | +38.9% | +42.0% |
| 3M | +10.4% | -23.6% | +34.0% | +16.7% |
| 6M | -2.5% | -24.6% | +22.1% | +0.8% |
| YTD | -6.0% | -10.3% | +4.2% | -5.3% |
| 1Y | -56.4% | +61.5% | -117.9% | -60.6% |
| All | -56.4% | +60.9% | -117.3% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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