+521.9%
MSTR vs BEN
+60.1%
+461.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.0% | +1.0% |
| 7D | -14.2% | +7.2% | -21.3% | -18.4% |
| 30D | -19.9% | +14.1% | -34.0% | -26.8% |
| 3M | +27.3% | +9.9% | +17.4% | +19.7% |
| 6M | -37.6% | +17.4% | -55.0% | -43.9% |
| YTD | -19.5% | +57.3% | -76.8% | -40.7% |
| 1Y | -47.1% | +66.9% | -114.1% | -62.6% |
| 3Y | +140.3% | +85.7% | +54.6% | +56.1% |
| 5Y | +49.5% | +31.2% | +18.3% | +21.2% |
| 10Y | +521.9% | +61.0% | +460.8% | +361.5% |
| All | +521.9% | +60.1% | +461.8% | +361.5% |
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