+98.2%
MSTR vs BBAI
-70.8%
+169.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -1.2% |
| 7D | +12.2% | -4.3% | +16.4% | +12.7% |
| 30D | +45.2% | -3.6% | +48.8% | +45.9% |
| 3M | +10.4% | -38.8% | +49.2% | +16.3% |
| 6M | -2.5% | -23.8% | +21.3% | +0.2% |
| YTD | -6.0% | -45.9% | +39.9% | -0.2% |
| 1Y | -56.4% | -40.8% | -15.6% | -54.4% |
| 3Y | +306.3% | +69.8% | +236.5% | +267.4% |
| 5Y | +100.5% | -70.3% | +170.8% | +96.9% |
| All | +98.2% | -70.8% | +169.0% | +90.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling