+287.2%
MSTR vs ALNY
+28.0%
+259.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.7% |
| 7D | +7.7% | -3.5% | +11.2% | +8.4% |
| 30D | +36.3% | +18.9% | +17.4% | +31.9% |
| 3M | +13.4% | -13.3% | +26.7% | +14.5% |
| 6M | -4.5% | -20.3% | +15.8% | -2.0% |
| YTD | -12.7% | -35.1% | +22.5% | -6.2% |
| 1Y | -59.6% | -46.5% | -13.1% | -54.7% |
| All | +287.2% | +28.0% | +259.2% | +261.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling