-46.5%
MSTR vs AZN
+6.0%
-52.5%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.5% | -2.4% |
| 7D | -13.4% | -1.1% | -12.4% | -13.3% |
| 30D | -22.1% | +13.8% | -35.9% | -24.2% |
| 3M | +15.0% | +17.3% | -2.4% | +11.8% |
| 6M | -37.3% | -1.7% | -35.6% | -37.4% |
| YTD | -26.5% | +1.4% | -27.9% | -27.2% |
| 1Y | -46.5% | +5.2% | -51.6% | -46.4% |
| All | -46.5% | +6.0% | -52.5% | -46.4% |
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