+8,229.9%
MSTR vs BNS
+1,485.2%
+6,744.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | -13.4% | +0.9% | -14.4% | -13.9% |
| 30D | -22.1% | +2.8% | -24.8% | -23.1% |
| 3M | +15.0% | +3.0% | +12.0% | +13.2% |
| 6M | -37.3% | +23.3% | -60.6% | -45.0% |
| YTD | -26.5% | +29.3% | -55.9% | -37.2% |
| 1Y | -46.5% | +41.7% | -88.2% | -56.8% |
| 3Y | +121.1% | +147.7% | -26.7% | +29.9% |
| 5Y | +37.5% | +79.4% | -41.9% | +0.5% |
| 10Y | +467.3% | +188.5% | +278.8% | +213.2% |
| All | +8,229.9% | +1,485.2% | +6,744.6% | +1,157.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling