+49.5%
MSTR vs BR
+18.1%
+31.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.1% | +1.1% |
| 7D | -14.2% | +1.9% | -16.0% | -15.9% |
| 30D | -19.9% | +15.9% | -35.8% | -30.7% |
| 3M | +27.3% | +13.7% | +13.7% | +12.5% |
| 6M | -37.6% | +31.0% | -68.6% | -53.3% |
| YTD | -19.5% | -12.0% | -7.5% | -9.1% |
| 1Y | -47.1% | -11.5% | -35.6% | -41.1% |
| 3Y | +140.3% | +14.9% | +125.3% | +74.4% |
| 5Y | +49.5% | +20.1% | +29.4% | -14.4% |
| All | +49.5% | +18.1% | +31.4% | -14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling