+308.9%
MSTR vs BIL
+14.1%
+294.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -2.2% |
| 7D | +12.2% | +0.1% | +12.1% | +9.7% |
| 30D | +45.2% | +0.3% | +44.8% | +33.0% |
| 3M | +10.4% | +0.9% | +9.4% | -14.7% |
| 6M | -2.5% | +1.8% | -4.3% | -39.2% |
| YTD | -6.0% | +2.4% | -8.5% | -48.6% |
| 1Y | -56.4% | +3.7% | -60.1% | -79.9% |
| All | +308.9% | +14.1% | +294.7% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 3y: compounded portfolio wealth divided by compounded BIL 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…
3y analysis · Full analysis span regression · 6 months rolling