+1,089.0%
MSTR vs BHP
+4,702.4%
-3,613.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.7% | -6.3% | -4.1% |
| 7D | -4.0% | +3.5% | -7.4% | -5.3% |
| 30D | -18.6% | -4.5% | -14.2% | -17.2% |
| 3M | +25.6% | -6.4% | +31.9% | +29.0% |
| 6M | -33.1% | -0.1% | -33.0% | -33.0% |
| YTD | -17.3% | +43.0% | -60.4% | -28.4% |
| 1Y | -48.1% | +56.5% | -104.6% | -56.6% |
| 3Y | +154.2% | +62.0% | +92.1% | +110.2% |
| 5Y | +46.2% | +130.4% | -84.2% | +8.7% |
| 10Y | +554.5% | +349.1% | +205.5% | +268.2% |
| All | +1,089.0% | +4,702.4% | -3,613.4% | +141.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling