-46.5%
MSTR vs BTG
+17.5%
-64.0%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.0% |
| 7D | -13.4% | -9.1% | -4.4% | -10.0% |
| 30D | -22.1% | -1.6% | -20.5% | -21.9% |
| 3M | +15.0% | -2.8% | +17.8% | +16.7% |
| 6M | -37.3% | -7.6% | -29.7% | -36.7% |
| YTD | -26.5% | +10.2% | -36.8% | -30.8% |
| 1Y | -46.5% | +21.3% | -67.7% | -51.7% |
| All | -46.5% | +17.5% | -64.0% | -51.7% |
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