+1,120.6%
MSTR vs BEN
+336.7%
+783.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.7% | -5.0% | -2.9% |
| 7D | -1.2% | +6.6% | -7.8% | -4.5% |
| 30D | -15.9% | +3.8% | -19.8% | -17.3% |
| 3M | +33.1% | +0.2% | +32.9% | +33.8% |
| 6M | -31.0% | +10.4% | -41.4% | -34.1% |
| YTD | -15.1% | +46.2% | -61.3% | -30.4% |
| 1Y | -45.6% | +52.3% | -97.9% | -56.5% |
| 3Y | +180.5% | +65.9% | +114.6% | +114.5% |
| 5Y | +61.7% | +20.6% | +41.1% | +54.2% |
| 10Y | +578.0% | +64.8% | +513.2% | +404.9% |
| All | +1,120.6% | +336.7% | +783.9% | +244.3% |
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