-56.4%
MSTR vs BRKR
+100.6%
-157.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.2% |
| 7D | +12.2% | +2.5% | +9.7% | +11.8% |
| 30D | +45.2% | +11.5% | +33.7% | +43.3% |
| 3M | +10.4% | -2.4% | +12.7% | +9.6% |
| 6M | -2.5% | +52.3% | -54.8% | -13.4% |
| YTD | -6.0% | +24.5% | -30.5% | -14.6% |
| 1Y | -56.4% | +97.3% | -153.8% | -67.7% |
| All | -56.4% | +100.6% | -157.0% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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