-31.0%
MSTR vs BHP
-0.9%
-30.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -1.6% |
| 7D | -1.2% | +0.9% | -2.1% | -1.9% |
| 30D | -15.9% | -6.3% | -9.7% | -11.6% |
| 3M | +33.1% | -7.1% | +40.3% | +40.9% |
| 6M | -31.0% | -3.2% | -27.8% | -28.8% |
| All | -31.0% | -0.9% | -30.0% | -28.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling