+120.4%
MSTR vs BIL
+19.4%
+101.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.9% |
| 7D | +12.2% | +0.1% | +12.1% | +10.7% |
| 30D | +45.2% | +0.3% | +44.8% | +38.1% |
| 3M | +10.4% | +0.9% | +9.4% | -4.4% |
| 6M | -2.5% | +1.8% | -4.3% | -25.4% |
| YTD | -6.0% | +2.4% | -8.5% | -33.4% |
| 1Y | -56.4% | +3.7% | -60.1% | -72.8% |
| 3Y | +306.3% | +14.2% | +292.1% | +30.0% |
| All | +120.4% | +19.4% | +101.0% | -60.4% |
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