+1,252.0%
MSTR vs BBWI
+398.7%
+853.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.8% | -4.2% | -2.3% |
| 7D | +12.2% | +1.5% | +10.7% | +11.7% |
| 30D | +45.2% | -5.2% | +50.4% | +46.4% |
| 3M | +10.4% | +11.1% | -0.7% | +4.5% |
| 6M | -2.5% | -13.4% | +10.9% | -0.8% |
| YTD | -6.0% | +0.1% | -6.1% | -9.1% |
| 1Y | -56.4% | -36.1% | -20.3% | -51.8% |
| 3Y | +306.3% | -44.1% | +350.4% | +353.2% |
| 5Y | +100.5% | -66.2% | +166.7% | +160.3% |
| 10Y | +741.1% | -54.8% | +795.9% | +713.1% |
| All | +1,252.0% | +398.7% | +853.3% | +306.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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