+49.9%
MSTR vs BHP
+120.8%
-70.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -1.7% |
| 7D | -1.2% | +0.9% | -2.1% | -1.9% |
| 30D | -15.9% | -6.3% | -9.7% | -11.5% |
| 3M | +33.1% | -7.1% | +40.3% | +41.3% |
| 6M | -31.0% | -3.2% | -27.8% | -29.6% |
| YTD | -15.1% | +37.9% | -53.0% | -36.2% |
| 1Y | -45.6% | +49.7% | -95.3% | -62.0% |
| 3Y | +180.5% | +51.7% | +128.8% | +87.9% |
| All | +49.9% | +120.8% | -70.8% | -22.4% |
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