-47.4%
MSTR vs BEN
+70.3%
-117.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.3% | -8.9% | -8.3% |
| 7D | -4.0% | +12.2% | -16.2% | -14.0% |
| 30D | -18.6% | +12.1% | -30.7% | -26.8% |
| 3M | +25.6% | +7.3% | +18.3% | +17.6% |
| 6M | -33.1% | +17.9% | -50.9% | -42.0% |
| YTD | -17.3% | +55.4% | -72.8% | -40.7% |
| All | -47.4% | +70.3% | -117.8% | -64.2% |
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