+1,252.0%
MSTR vs BN
+7,382.7%
-6,130.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.2% |
| 7D | +12.2% | -2.5% | +14.6% | +13.9% |
| 30D | +45.2% | -9.5% | +54.7% | +53.5% |
| 3M | +10.4% | -10.4% | +20.8% | +17.3% |
| 6M | -2.5% | -6.4% | +3.9% | +1.5% |
| YTD | -6.0% | -11.9% | +5.8% | +1.5% |
| 1Y | -56.4% | -8.6% | -47.8% | -53.8% |
| 3Y | +306.3% | +77.6% | +228.7% | +212.1% |
| 5Y | +100.5% | +37.0% | +63.5% | +85.0% |
| 10Y | +741.1% | +266.4% | +474.7% | +411.5% |
| All | +1,252.0% | +7,382.7% | -6,130.8% | +152.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling