+10,556.7%
MSTR vs BNS
+1,492.9%
+9,063.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.7% |
| 7D | +12.2% | +1.5% | +10.6% | +11.2% |
| 30D | +45.2% | +6.0% | +39.2% | +39.6% |
| 3M | +10.4% | +16.3% | -6.0% | 0.0% |
| 6M | -2.5% | +28.8% | -31.2% | -17.0% |
| YTD | -6.0% | +30.0% | -36.0% | -20.4% |
| 1Y | -56.4% | +50.7% | -107.1% | -66.3% |
| 3Y | +306.3% | +125.4% | +180.9% | +150.3% |
| 5Y | +100.5% | +94.2% | +6.3% | +40.2% |
| 10Y | +741.1% | +182.8% | +558.3% | +365.7% |
| All | +10,556.7% | +1,492.9% | +9,063.8% | +1,494.6% |
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