-59.6%
MSTR vs BR
-31.7%
-27.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.8% |
| 7D | +7.7% | -5.0% | +12.7% | +7.6% |
| 30D | +36.3% | -2.5% | +38.8% | +36.5% |
| 3M | +13.4% | +13.5% | -0.1% | +17.1% |
| 6M | -4.5% | -9.4% | +4.9% | -8.1% |
| YTD | -12.7% | -23.3% | +10.6% | -16.7% |
| 1Y | -59.6% | -31.6% | -28.0% | -63.3% |
| All | -59.6% | -31.7% | -27.9% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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