+85.4%
BE vs MSTR
-50.1%
+135.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.4% | -2.5% | -4.1% |
| 7D | +10.8% | -13.4% | +24.2% | +16.4% |
| 30D | -19.8% | -22.1% | +2.3% | -12.3% |
| 3M | -18.7% | +15.0% | -33.7% | -24.7% |
| 6M | -33.7% | -37.3% | +3.6% | -24.5% |
| YTD | +121.0% | -26.5% | +147.5% | +129.0% |
| 1Y | +85.4% | -46.5% | +131.9% | +122.1% |
| All | +85.4% | -50.1% | +135.5% | +122.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 MSTR 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