+554.5%
MSTR vs BIDU
-51.3%
+605.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.1% |
| 7D | -4.0% | +5.4% | -9.3% | -6.1% |
| 30D | -18.6% | -5.0% | -13.6% | -16.5% |
| 3M | +25.6% | -26.1% | +51.7% | +44.2% |
| 6M | -33.1% | -42.6% | +9.5% | -14.9% |
| YTD | -17.3% | -38.0% | +20.6% | +0.5% |
| 1Y | -48.1% | -35.7% | -12.4% | -38.0% |
| 3Y | +154.2% | -22.9% | +177.1% | +165.1% |
| 5Y | +46.2% | -49.9% | +96.1% | +77.4% |
| 10Y | +554.5% | -52.0% | +606.5% | +693.2% |
| All | +554.5% | -51.3% | +605.9% | +693.2% |
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