-56.4%
MSTR vs BEN
+42.6%
-99.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.5% | -4.9% | -4.1% |
| 7D | +12.2% | +0.2% | +11.9% | +11.9% |
| 30D | +45.2% | -0.5% | +45.7% | +45.7% |
| 3M | +10.4% | +9.7% | +0.7% | +3.4% |
| 6M | -2.5% | +33.9% | -36.4% | -20.7% |
| YTD | -6.0% | +49.0% | -55.0% | -25.1% |
| 1Y | -56.4% | +42.1% | -98.5% | -64.9% |
| All | -56.4% | +42.6% | -99.0% | -64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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