+1,656.8%
MSTR vs BIDU
+1,140.5%
+516.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.3% | -1.2% |
| 7D | -1.2% | +7.2% | -8.4% | -3.2% |
| 30D | -15.9% | -4.0% | -11.9% | -14.7% |
| 3M | +33.1% | -25.1% | +58.2% | +45.6% |
| 6M | -31.0% | -41.8% | +10.8% | -19.0% |
| YTD | -15.1% | -37.3% | +22.2% | -3.0% |
| 1Y | -45.6% | -35.6% | -10.1% | -38.5% |
| 3Y | +180.5% | -24.5% | +205.0% | +194.9% |
| 5Y | +61.7% | -48.3% | +109.9% | +87.6% |
| 10Y | +578.0% | -51.2% | +629.2% | +653.6% |
| All | +1,656.8% | +1,140.5% | +516.3% | +1,052.5% |
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