+925.2%
MSTR vs ALLE
+331.3%
+593.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.9% | -6.4% | -7.6% |
| 7D | -8.7% | 0.0% | -8.7% | -8.6% |
| 30D | -21.4% | +20.6% | -42.0% | -30.2% |
| 3M | +31.4% | +11.4% | +20.0% | +22.5% |
| 6M | -30.8% | +42.5% | -73.4% | -45.7% |
| YTD | -14.9% | +18.9% | -33.8% | -25.5% |
| 1Y | -49.3% | +14.2% | -63.5% | -54.5% |
| 3Y | +184.8% | +90.7% | +94.1% | +82.7% |
| 5Y | +62.1% | +52.5% | +9.6% | +19.9% |
| 10Y | +580.0% | +231.2% | +348.7% | +223.4% |
| All | +925.2% | +331.3% | +593.9% | +328.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 all: compounded portfolio wealth divided by compounded ALLE 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…
all analysis · Full analysis span regression · 6 months rolling