+120.4%
MSTR vs BIDU
-40.6%
+161.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.1% | -5.5% | -3.5% |
| 7D | +12.2% | +2.4% | +9.7% | +10.7% |
| 30D | +45.2% | -10.5% | +55.6% | +53.6% |
| 3M | +10.4% | -26.2% | +36.6% | +28.7% |
| 6M | -2.5% | -16.4% | +13.9% | +4.9% |
| YTD | -6.0% | -23.9% | +17.8% | +5.5% |
| 1Y | -56.4% | +1.3% | -57.7% | -59.1% |
| 3Y | +306.3% | -32.1% | +338.4% | +350.9% |
| All | +120.4% | -40.6% | +161.0% | +160.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling