-49.1%
MSTR vs ALB
-9.0%
-40.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.2% | -5.3% | -6.2% |
| 7D | -11.5% | -3.6% | -7.9% | -10.8% |
| 30D | -24.8% | -2.9% | -22.0% | -24.4% |
| 3M | +20.6% | -25.8% | +46.5% | +27.3% |
| 6M | -38.0% | -53.6% | +15.6% | -27.4% |
| YTD | -24.7% | -32.4% | +7.7% | -16.9% |
| 1Y | -49.1% | -13.0% | -36.0% | -41.1% |
| All | -49.1% | -9.0% | -40.1% | -41.1% |
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