-56.4%
MSTR vs BTG
+38.4%
-94.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.9% |
| 7D | +12.2% | -0.9% | +13.1% | +12.6% |
| 30D | +45.2% | +36.8% | +8.3% | +31.8% |
| 3M | +10.4% | +23.1% | -12.7% | +2.9% |
| 6M | -2.5% | +3.5% | -6.0% | -5.8% |
| YTD | -6.0% | +25.5% | -31.5% | -12.9% |
| 1Y | -56.4% | +40.1% | -96.5% | -60.0% |
| All | -56.4% | +38.4% | -94.8% | -60.0% |
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