-59.6%
MSTR vs BND
+0.2%
-59.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.0% |
| 7D | +7.7% | -0.1% | +7.9% | +8.4% |
| 30D | +36.3% | -0.2% | +36.6% | +37.9% |
| 3M | +13.4% | -0.7% | +14.1% | +16.2% |
| 6M | -4.5% | -1.7% | -2.8% | -1.8% |
| YTD | -12.7% | -0.5% | -12.1% | -9.9% |
| 1Y | -59.6% | +0.4% | -60.0% | -56.9% |
| All | -59.6% | +0.2% | -59.8% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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