-56.4%
MSTR vs BAM
-8.8%
-47.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.9% |
| 7D | +12.2% | -2.0% | +14.1% | +14.3% |
| 30D | +45.2% | -2.9% | +48.1% | +48.5% |
| 3M | +10.4% | +9.4% | +1.0% | +1.3% |
| 6M | -2.5% | +10.8% | -13.2% | -11.2% |
| YTD | -6.0% | -0.4% | -5.6% | -8.4% |
| 1Y | -56.4% | -10.9% | -45.5% | -54.0% |
| All | -56.4% | -8.8% | -47.6% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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