+1,252.0%
MSTR vs AZN
+857.1%
+394.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.0% |
| 7D | +12.2% | 0.0% | +12.2% | +12.3% |
| 30D | +45.2% | +0.7% | +44.4% | +45.1% |
| 3M | +10.4% | -10.5% | +20.9% | +13.6% |
| 6M | -2.5% | -19.3% | +16.8% | +3.6% |
| YTD | -6.0% | -10.6% | +4.6% | -3.5% |
| 1Y | -56.4% | +0.5% | -56.9% | -57.0% |
| 3Y | +306.3% | +25.9% | +280.4% | +266.4% |
| 5Y | +100.5% | +52.4% | +48.1% | +70.8% |
| 10Y | +741.1% | +220.8% | +520.3% | +452.3% |
| All | +1,252.0% | +857.1% | +394.9% | +480.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling