-56.4%
MSTR vs BHP
+65.8%
-122.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | +0.4% |
| 7D | +12.2% | -5.0% | +17.1% | +16.2% |
| 30D | +45.2% | +1.2% | +44.0% | +44.4% |
| 3M | +10.4% | +1.8% | +8.5% | +9.1% |
| 6M | -2.5% | +18.0% | -20.5% | -12.6% |
| YTD | -6.0% | +52.7% | -58.7% | -25.3% |
| 1Y | -56.4% | +66.0% | -122.4% | -66.2% |
| All | -56.4% | +65.8% | -122.2% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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