+840.9%
MSTR vs BBIO
+148.5%
+692.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.8% | -4.6% | -3.2% |
| 7D | +7.7% | -0.5% | +8.3% | +7.8% |
| 30D | +36.3% | -10.1% | +46.5% | +39.5% |
| 3M | +13.4% | +12.4% | +1.0% | +9.8% |
| 6M | -4.5% | +15.9% | -20.4% | -8.8% |
| YTD | -12.7% | -0.5% | -12.1% | -13.6% |
| 1Y | -59.6% | +42.2% | -101.8% | -63.3% |
| 3Y | +272.5% | +167.8% | +104.7% | +179.8% |
| 5Y | +107.1% | +49.6% | +57.6% | +18.7% |
| All | +840.9% | +148.5% | +692.4% | +353.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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