-59.8%
MSTR vs AZO
-32.5%
-27.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.0% | +1.9% |
| 7D | -8.3% | -3.6% | -4.7% | -8.3% |
| 30D | +38.1% | -5.6% | +43.7% | +37.9% |
| 3M | +9.0% | -6.6% | +15.7% | +8.8% |
| 6M | -5.3% | -22.5% | +17.2% | -3.6% |
| YTD | -13.8% | -15.2% | +1.4% | -7.6% |
| 1Y | -59.8% | -33.9% | -25.9% | -55.4% |
| All | -59.8% | -32.5% | -27.3% | -55.4% |
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