-56.4%
MSTR vs BNY
+59.6%
-116.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.6% |
| 7D | +12.2% | +1.4% | +10.7% | +11.0% |
| 30D | +45.2% | +3.8% | +41.3% | +39.9% |
| 3M | +10.4% | +14.9% | -4.5% | -3.7% |
| 6M | -2.5% | +40.3% | -42.8% | -32.2% |
| YTD | -6.0% | +43.8% | -49.8% | -35.0% |
| 1Y | -56.4% | +58.9% | -115.3% | -70.6% |
| All | -56.4% | +59.6% | -116.0% | -70.6% |
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