-42.3%
MSTR vs BLDR
-38.1%
-4.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +9.3% | -4.2% | +3.9% |
| 7D | -1.8% | +24.4% | -26.2% | -4.9% |
| 30D | -13.3% | +24.9% | -38.2% | -16.2% |
| 3M | +46.0% | -7.8% | +53.8% | +46.3% |
| 6M | -22.4% | -5.8% | -16.7% | -23.5% |
| YTD | -6.2% | -32.5% | +26.3% | -3.0% |
| 1Y | -42.3% | -36.7% | -5.6% | -39.8% |
| All | -42.3% | -38.1% | -4.2% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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