-46.5%
MSTR vs BHP
+46.1%
-92.6%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.2% | -1.5% |
| 7D | -13.4% | -0.5% | -12.9% | -13.1% |
| 30D | -22.1% | -4.5% | -17.5% | -19.5% |
| 3M | +15.0% | -6.9% | +21.8% | +21.2% |
| 6M | -37.3% | -10.6% | -26.7% | -32.5% |
| YTD | -26.5% | +37.2% | -63.7% | -41.1% |
| 1Y | -46.5% | +48.0% | -94.5% | -59.3% |
| All | -46.5% | +46.1% | -92.6% | -59.3% |
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