+287.2%
MSTR vs BITO
+153.0%
+134.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.4% |
| 7D | +7.7% | +1.1% | +6.7% | +6.9% |
| 30D | +36.3% | +21.8% | +14.6% | +5.1% |
| 3M | +13.4% | +25.0% | -11.6% | -14.6% |
| 6M | -4.5% | +11.3% | -15.8% | -13.7% |
| YTD | -12.7% | -12.7% | 0.0% | +13.0% |
| 1Y | -59.6% | -32.3% | -27.3% | -25.3% |
| All | +287.2% | +153.0% | +134.3% | +82.1% |
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