+554.5%
MSTR vs BEN
+70.4%
+484.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.3% | -8.9% | -7.0% |
| 7D | -4.0% | +12.2% | -16.2% | -11.5% |
| 30D | -18.6% | +12.1% | -30.7% | -24.7% |
| 3M | +25.6% | +7.3% | +18.3% | +20.1% |
| 6M | -33.1% | +17.9% | -50.9% | -40.0% |
| YTD | -17.3% | +55.4% | -72.8% | -38.5% |
| 1Y | -48.1% | +69.3% | -117.4% | -63.6% |
| 3Y | +154.2% | +82.8% | +71.4% | +67.0% |
| 5Y | +46.2% | +28.8% | +17.4% | +19.9% |
| 10Y | +554.5% | +53.9% | +500.6% | +393.1% |
| All | +554.5% | +70.4% | +484.1% | +393.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling