+9,030.6%
MSTR vs BNS
+1,498.6%
+7,532.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.3% | +0.6% |
| 7D | -14.2% | -3.2% | -10.9% | -12.3% |
| 30D | -19.9% | +5.1% | -25.0% | -22.0% |
| 3M | +27.3% | +6.0% | +21.4% | +23.1% |
| 6M | -37.6% | +23.4% | -60.9% | -45.2% |
| YTD | -19.5% | +30.4% | -49.9% | -31.6% |
| 1Y | -47.1% | +44.0% | -91.1% | -57.7% |
| 3Y | +140.3% | +150.3% | -10.1% | +40.2% |
| 5Y | +49.5% | +83.0% | -33.5% | +8.0% |
| 10Y | +521.9% | +190.9% | +330.9% | +241.4% |
| All | +9,030.6% | +1,498.6% | +7,532.0% | +1,270.3% |
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 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