-59.8%
MSTR vs BNS
+49.3%
-109.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.3% |
| 7D | -8.3% | -0.4% | -7.9% | -8.0% |
| 30D | +38.1% | +3.5% | +34.7% | +34.5% |
| 3M | +9.0% | +14.1% | -5.1% | -5.4% |
| 6M | -5.3% | +33.8% | -39.1% | -33.0% |
| YTD | -13.8% | +29.5% | -43.3% | -36.7% |
| 1Y | -59.8% | +48.4% | -108.2% | -75.4% |
| All | -59.8% | +49.3% | -109.1% | -75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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