+113.8%
MSTR vs BNS
+94.5%
+19.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.4% | -3.0% |
| 7D | +9.3% | +1.8% | +7.5% | +7.1% |
| 30D | +36.5% | +4.5% | +32.0% | +27.6% |
| 3M | +7.3% | +15.8% | -8.5% | -13.6% |
| 6M | +2.2% | +31.5% | -29.2% | -31.4% |
| YTD | -10.2% | +28.6% | -38.8% | -37.8% |
| 1Y | -58.6% | +48.2% | -106.8% | -76.6% |
| 3Y | +283.2% | +130.8% | +152.4% | +15.5% |
| 5Y | +113.8% | +94.9% | +18.9% | -7.3% |
| All | +113.8% | +94.5% | +19.3% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling