+1,252.0%
MSTR vs BHP
+5,140.6%
-3,888.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +12.2% | -2.9% | +15.1% | +13.5% |
| 30D | +45.2% | +3.4% | +41.8% | +43.5% |
| 3M | +10.4% | +4.1% | +6.3% | +9.1% |
| 6M | -2.5% | +20.6% | -23.1% | -9.3% |
| YTD | -6.0% | +56.1% | -62.1% | -21.3% |
| 1Y | -56.4% | +69.6% | -126.0% | -64.8% |
| 3Y | +306.3% | +78.8% | +227.5% | +223.3% |
| 5Y | +100.5% | +113.1% | -12.6% | +52.6% |
| 10Y | +741.1% | +505.9% | +235.2% | +323.7% |
| All | +1,252.0% | +5,140.6% | -3,888.6% | +165.4% |
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 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