-42.3%
MSTR vs ALNY
-62.5%
+20.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +5.0% |
| 7D | -1.8% | -30.7% | +28.9% | 0.0% |
| 30D | -13.3% | -26.7% | +13.4% | -11.9% |
| 3M | +46.0% | -26.4% | +72.4% | +47.9% |
| 6M | -22.4% | -45.9% | +23.5% | -20.7% |
| YTD | -6.2% | -59.5% | +53.3% | +0.3% |
| 1Y | -42.3% | -62.0% | +19.7% | -41.1% |
| All | -42.3% | -62.5% | +20.2% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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