+121.1%
MSTR vs ALNY
+1.9%
+119.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +5.4% | -7.8% | -3.4% |
| 7D | -13.4% | +5.8% | -19.3% | -14.3% |
| 30D | -22.1% | -26.5% | +4.4% | -18.5% |
| 3M | +15.0% | -27.3% | +42.3% | +19.9% |
| 6M | -37.3% | -43.4% | +6.1% | -32.6% |
| YTD | -26.5% | -58.5% | +32.0% | -15.4% |
| 1Y | -46.5% | -63.6% | +17.2% | -36.4% |
| 3Y | +121.1% | 0.0% | +121.1% | +135.1% |
| All | +121.1% | +1.9% | +119.2% | +135.1% |
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 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