+1,192.5%
MSTR vs AZO
+9,288.8%
-8,096.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -4.0% |
| 7D | +9.3% | -0.5% | +9.8% | +9.6% |
| 30D | +36.5% | -5.6% | +42.1% | +39.1% |
| 3M | +7.3% | -4.0% | +11.3% | +8.0% |
| 6M | +2.2% | -18.9% | +21.2% | +8.8% |
| YTD | -10.2% | -13.0% | +2.8% | -6.8% |
| 1Y | -58.6% | -30.4% | -28.2% | -53.8% |
| 3Y | +283.2% | +12.7% | +270.5% | +256.2% |
| 5Y | +113.8% | +89.6% | +24.1% | +66.8% |
| 10Y | +690.7% | +304.7% | +386.1% | +354.9% |
| All | +1,192.5% | +9,288.8% | -8,096.3% | +142.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling