-45.6%
MSTR vs BN
-9.2%
-36.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.6% |
| 7D | -1.2% | +5.3% | -6.6% | -6.3% |
| 30D | -15.9% | +11.9% | -27.8% | -25.0% |
| 3M | +33.1% | -5.7% | +38.9% | +40.2% |
| 6M | -31.0% | -10.6% | -20.4% | -23.4% |
| YTD | -15.1% | -9.4% | -5.8% | -8.8% |
| 1Y | -45.6% | -8.8% | -36.9% | -42.1% |
| All | -45.6% | -9.2% | -36.4% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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