-47.1%
MSTR vs ALLY
+0.1%
-47.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | 0.0% |
| 7D | -14.2% | -2.8% | -11.4% | -12.5% |
| 30D | -19.9% | +1.9% | -21.7% | -20.6% |
| 3M | +27.3% | -12.1% | +39.4% | +37.4% |
| 6M | -37.6% | -9.0% | -28.6% | -34.5% |
| YTD | -19.5% | -12.9% | -6.6% | -16.5% |
| 1Y | -47.1% | -0.1% | -47.0% | -45.9% |
| All | -47.1% | +0.1% | -47.2% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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