+1,558.4%
MSTR vs BTG
+336.6%
+1,221.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.2% | -2.2% | -6.0% |
| 7D | -11.5% | -5.9% | -5.6% | -10.9% |
| 30D | -24.8% | -5.0% | -19.8% | -24.4% |
| 3M | +20.6% | -4.5% | +25.1% | +21.5% |
| 6M | -38.0% | -7.0% | -31.0% | -37.5% |
| YTD | -24.7% | +11.4% | -36.1% | -25.9% |
| 1Y | -49.1% | +20.1% | -69.2% | -50.3% |
| 3Y | +124.7% | +81.5% | +43.2% | +108.6% |
| 5Y | +40.9% | +32.1% | +8.8% | +33.7% |
| 10Y | +481.5% | +166.4% | +315.1% | +427.8% |
| All | +1,558.4% | +336.6% | +1,221.8% | +1,259.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling