-59.6%
MSTR vs BHP
+77.6%
-137.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.1% | -3.0% |
| 7D | +7.7% | +0.9% | +6.8% | +6.9% |
| 30D | +36.3% | +4.0% | +32.3% | +32.8% |
| 3M | +13.4% | +11.3% | +2.1% | +5.7% |
| 6M | -4.5% | +29.3% | -33.8% | -19.5% |
| YTD | -12.7% | +59.2% | -71.9% | -33.8% |
| 1Y | -59.6% | +80.8% | -140.5% | -69.7% |
| All | -59.6% | +77.6% | -137.2% | -69.7% |
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