+2,814.9%
MSTR vs ALNY
+4,262.5%
-1,447.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.5% |
| 7D | +12.2% | +12.2% | -0.1% | +9.6% |
| 30D | +45.2% | +16.3% | +28.8% | +40.8% |
| 3M | +10.4% | -12.4% | +22.7% | +11.1% |
| 6M | -2.5% | -18.7% | +16.2% | -0.6% |
| YTD | -6.0% | -33.1% | +27.1% | -0.8% |
| 1Y | -56.4% | -41.3% | -15.1% | -52.9% |
| 3Y | +306.3% | +32.3% | +274.0% | +266.7% |
| 5Y | +100.5% | +34.8% | +65.7% | +79.2% |
| 10Y | +741.1% | +284.7% | +456.4% | +472.5% |
| All | +2,814.9% | +4,262.5% | -1,447.6% | +1,004.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling