+107.1%
MSTR vs BTG
+75.0%
+32.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.4% | -3.5% |
| 7D | +7.7% | +2.4% | +5.3% | +7.0% |
| 30D | +36.3% | +9.5% | +26.9% | +32.3% |
| 3M | +13.4% | +38.5% | -25.1% | -0.5% |
| 6M | -4.5% | +5.6% | -10.1% | -8.0% |
| YTD | -12.7% | +23.9% | -36.6% | -22.3% |
| 1Y | -59.6% | +32.1% | -91.7% | -66.0% |
| 3Y | +272.5% | +103.2% | +169.3% | +140.6% |
| 5Y | +107.1% | +79.7% | +27.4% | +44.9% |
| All | +107.1% | +75.0% | +32.1% | +44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling