-56.4%
MSTR vs BITO
-30.5%
-25.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | +2.3% |
| 7D | +12.2% | +2.9% | +9.3% | +8.4% |
| 30D | +45.2% | +22.6% | +22.6% | +9.7% |
| 3M | +10.4% | +24.7% | -14.3% | -17.4% |
| 6M | -2.5% | +7.5% | -9.9% | -8.0% |
| YTD | -6.0% | -10.8% | +4.8% | +12.7% |
| 1Y | -56.4% | -29.9% | -26.5% | -27.3% |
| All | -56.4% | -30.5% | -25.9% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 1y: compounded portfolio wealth divided by compounded BITO 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…
1y analysis · Full analysis span regression · 6 months rolling