-42.3%
MSTR vs BTG
+24.4%
-66.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +8.7% | -3.6% | +1.3% |
| 7D | -1.8% | -0.2% | -1.6% | -1.8% |
| 30D | -13.3% | -0.8% | -12.5% | -13.1% |
| 3M | +46.0% | +31.8% | +14.1% | +31.3% |
| 6M | -22.4% | +20.4% | -42.9% | -27.7% |
| YTD | -6.2% | +14.7% | -20.9% | -14.6% |
| 1Y | -42.3% | +29.4% | -71.6% | -51.2% |
| All | -42.3% | +24.4% | -66.7% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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