+1,549.7%
MSTR vs BIDU
+1,107.7%
+442.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.6% | -2.0% | -3.1% |
| 7D | -10.7% | +3.6% | -14.3% | -11.6% |
| 30D | -21.6% | -6.6% | -15.0% | -19.8% |
| 3M | +24.4% | -27.2% | +51.6% | +37.3% |
| 6M | -35.5% | -43.5% | +8.0% | -23.6% |
| YTD | -20.3% | -39.0% | +18.7% | -8.2% |
| 1Y | -49.3% | -39.8% | -9.6% | -41.4% |
| 3Y | +137.8% | -24.8% | +162.5% | +150.5% |
| 5Y | +48.3% | -50.7% | +99.0% | +74.3% |
| 10Y | +526.8% | -51.2% | +578.0% | +599.0% |
| All | +1,549.7% | +1,107.7% | +442.0% | +991.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling