-56.4%
MSTR vs AZN
+0.4%
-56.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.1% |
| 7D | +12.2% | 0.0% | +12.2% | +12.2% |
| 30D | +45.2% | +0.7% | +44.4% | +45.1% |
| 3M | +10.4% | -10.5% | +20.9% | +11.9% |
| 6M | -2.5% | -19.3% | +16.8% | +1.8% |
| YTD | -6.0% | -10.6% | +4.6% | -5.1% |
| 1Y | -56.4% | +0.5% | -56.9% | -57.1% |
| All | -56.4% | +0.4% | -56.8% | -57.1% |
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