+121.1%
MSTR vs BITO
+54.7%
+66.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.6% | +1.1% | +2.8% |
| 7D | -13.4% | -9.2% | -4.2% | -0.3% |
| 30D | -22.1% | -15.9% | -6.1% | +1.3% |
| 3M | +15.0% | +7.3% | +7.6% | +8.7% |
| 6M | -37.3% | -15.2% | -22.1% | -15.6% |
| YTD | -26.5% | -23.8% | -2.8% | +18.6% |
| 1Y | -46.5% | -32.2% | -14.3% | +1.9% |
| 3Y | +121.1% | +55.1% | +66.0% | +82.9% |
| All | +121.1% | +54.7% | +66.4% | +82.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling