+1,120.6%
MSTR vs BHP
+4,530.3%
-3,409.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -1.0% |
| 7D | -1.2% | +0.9% | -2.1% | -1.5% |
| 30D | -15.9% | -6.3% | -9.7% | -13.7% |
| 3M | +33.1% | -7.1% | +40.3% | +37.4% |
| 6M | -31.0% | -3.2% | -27.8% | -29.9% |
| YTD | -15.1% | +37.9% | -53.0% | -25.3% |
| 1Y | -45.6% | +49.7% | -95.3% | -53.7% |
| 3Y | +180.5% | +51.7% | +128.8% | +138.3% |
| 5Y | +61.7% | +122.0% | -60.4% | +22.1% |
| 10Y | +578.0% | +382.4% | +195.6% | +273.0% |
| All | +1,120.6% | +4,530.3% | -3,409.6% | +151.9% |
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