+287.2%
MSTR vs AZN
+25.4%
+261.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.9% | -2.5% |
| 7D | +7.7% | -2.9% | +10.6% | +8.2% |
| 30D | +36.3% | -3.1% | +39.4% | +37.1% |
| 3M | +13.4% | -14.4% | +27.8% | +15.4% |
| 6M | -4.5% | -19.5% | +15.0% | -2.0% |
| YTD | -12.7% | -13.8% | +1.1% | -11.1% |
| 1Y | -59.6% | -2.4% | -57.2% | -59.4% |
| All | +287.2% | +25.4% | +261.8% | +286.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling