-42.3%
MSTR vs PFE
+35.1%
-77.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +4.4% |
| 7D | -1.8% | +4.6% | -6.4% | -3.1% |
| 30D | -13.3% | +12.3% | -25.6% | -16.7% |
| 3M | +46.0% | +21.2% | +24.8% | +36.1% |
| 6M | -22.4% | +21.1% | -43.5% | -27.9% |
| YTD | -6.2% | +30.0% | -36.2% | -13.3% |
| 1Y | -42.3% | +35.6% | -77.9% | -49.7% |
| All | -42.3% | +35.1% | -77.4% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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