+481.0%
MSTR vs BIDU
-51.3%
+532.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.7% |
| 7D | -13.4% | -4.6% | -8.9% | -11.5% |
| 30D | -22.1% | -4.5% | -17.5% | -20.2% |
| 3M | +15.0% | -25.4% | +40.3% | +31.5% |
| 6M | -37.3% | -48.1% | +10.8% | -16.4% |
| YTD | -26.5% | -40.2% | +13.7% | -9.1% |
| 1Y | -46.5% | -35.2% | -11.2% | -36.2% |
| 3Y | +121.1% | -27.1% | +148.2% | +136.6% |
| 5Y | +37.5% | -54.2% | +91.7% | +72.6% |
| All | +481.0% | -51.3% | +532.4% | +609.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling