-2.5%
MSTR vs BIL
+1.8%
-4.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -2.0% |
| 7D | +12.2% | +0.1% | +12.1% | +10.7% |
| 30D | +45.2% | +0.3% | +44.8% | +35.3% |
| 3M | +10.4% | +0.9% | +9.4% | -11.0% |
| 6M | -2.5% | +1.8% | -4.3% | +53.7% |
| All | -2.5% | +1.8% | -4.3% | +53.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling