+49.9%
MSTR vs BBAI
-77.8%
+127.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.2% | -14.6% | +13.4% | +0.5% |
| 30D | -15.9% | -11.6% | -4.4% | -14.8% |
| 3M | +33.1% | -26.2% | +59.4% | +37.7% |
| 6M | -31.0% | -49.2% | +18.2% | -25.8% |
| YTD | -15.1% | -58.9% | +43.7% | -7.2% |
| 1Y | -45.6% | -60.8% | +15.1% | -40.5% |
| 3Y | +180.5% | +51.0% | +129.5% | +160.0% |
| All | +49.9% | -77.8% | +127.7% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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