+108.8%
MSTR vs AZO
+85.0%
+23.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.6% |
| 7D | -11.2% | -2.9% | -8.3% | -9.9% |
| 30D | +33.8% | -5.3% | +39.1% | +37.0% |
| 3M | +11.5% | -7.3% | +18.8% | +14.4% |
| 6M | -7.2% | -22.7% | +15.5% | +4.2% |
| YTD | -15.4% | -15.0% | -0.4% | -9.8% |
| 1Y | -60.6% | -32.2% | -28.4% | -52.5% |
| 3Y | +260.8% | +10.0% | +250.8% | +204.3% |
| 5Y | +108.8% | +85.8% | +23.0% | +38.6% |
| All | +108.8% | +85.0% | +23.9% | +38.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling