-42.3%
MSTR vs AZN
+18.4%
-60.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.8% | +2.3% | +4.8% |
| 7D | -1.8% | +11.5% | -13.3% | -3.2% |
| 30D | -13.3% | +20.8% | -34.1% | -15.9% |
| 3M | +46.0% | +21.5% | +24.5% | +42.7% |
| 6M | -22.4% | +3.0% | -25.5% | -23.3% |
| YTD | -6.2% | +3.9% | -10.1% | -6.7% |
| 1Y | -42.3% | +16.4% | -58.7% | -38.6% |
| All | -42.3% | +18.4% | -60.7% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 AZN 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