-42.3%
MSTR vs BNY
+45.2%
-87.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.3% | +2.8% | +3.0% |
| 7D | -1.8% | +2.8% | -4.6% | -4.1% |
| 30D | -13.3% | +6.7% | -20.0% | -18.1% |
| 3M | +46.0% | -2.2% | +48.2% | +46.9% |
| 6M | -22.4% | +16.8% | -39.2% | -37.1% |
| YTD | -6.2% | +33.9% | -40.1% | -37.6% |
| 1Y | -42.3% | +43.9% | -86.2% | -66.5% |
| All | -42.3% | +45.2% | -87.4% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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