+113.8%
MSTR vs BHP
+121.9%
-8.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.7% | -6.1% | -5.8% |
| 7D | +9.3% | +1.3% | +8.1% | +8.0% |
| 30D | +36.5% | +4.0% | +32.5% | +32.5% |
| 3M | +7.3% | +12.3% | -5.0% | -2.1% |
| 6M | +2.2% | +30.8% | -28.6% | -18.4% |
| YTD | -10.2% | +58.8% | -68.9% | -39.4% |
| 1Y | -58.6% | +76.8% | -135.5% | -74.7% |
| 3Y | +283.2% | +87.5% | +195.7% | +116.8% |
| 5Y | +113.8% | +123.9% | -10.1% | +13.6% |
| All | +113.8% | +121.9% | -8.1% | +13.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling