-42.3%
MSTR vs AZO
-7.5%
-34.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.9% | +1.2% | +4.9% |
| 7D | -1.8% | +5.3% | -7.2% | -2.1% |
| 30D | -13.3% | +18.4% | -31.8% | -14.1% |
| 3M | +46.0% | +9.8% | +36.1% | +44.7% |
| 6M | -22.4% | -4.5% | -17.9% | -21.2% |
| YTD | -6.2% | -1.9% | -4.2% | +2.5% |
| 1Y | -42.3% | -9.5% | -32.8% | -39.9% |
| All | -42.3% | -7.5% | -34.8% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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