+1,252.0%
MSTR vs BEN
+345.1%
+906.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.5% | -4.9% | -3.3% |
| 7D | +12.2% | +0.2% | +11.9% | +12.1% |
| 30D | +45.2% | -0.5% | +45.7% | +45.8% |
| 3M | +10.4% | +9.7% | +0.7% | +5.2% |
| 6M | -2.5% | +33.9% | -36.4% | -16.7% |
| YTD | -6.0% | +49.0% | -55.0% | -24.0% |
| 1Y | -56.4% | +42.1% | -98.5% | -64.0% |
| 3Y | +306.3% | +51.9% | +254.4% | +223.7% |
| 5Y | +100.5% | +39.0% | +61.4% | +77.5% |
| 10Y | +741.1% | +57.9% | +683.2% | +533.3% |
| All | +1,252.0% | +345.1% | +906.8% | +275.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling