+48.3%
MSTR vs BIL
+19.8%
+28.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.7% |
| 7D | -10.7% | +0.1% | -10.8% | -11.6% |
| 30D | -21.6% | 0.0% | -21.5% | -22.2% |
| 3M | +24.4% | +0.6% | +23.8% | +11.5% |
| 6M | -35.5% | +1.5% | -37.0% | -50.0% |
| YTD | -20.3% | +2.8% | -23.1% | -48.2% |
| 1Y | -49.3% | +3.3% | -52.6% | -69.0% |
| 3Y | +137.8% | +13.4% | +124.4% | -31.6% |
| 5Y | +48.3% | +19.8% | +28.5% | -77.7% |
| All | +48.3% | +19.8% | +28.5% | -77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling