+1,969.9%
MSTR vs BTG
+392.0%
+1,577.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.2% |
| 7D | +12.2% | -0.9% | +13.1% | +12.3% |
| 30D | +45.2% | +36.8% | +8.3% | +40.2% |
| 3M | +10.4% | +23.1% | -12.7% | +7.9% |
| 6M | -2.5% | +3.5% | -6.0% | -3.2% |
| YTD | -6.0% | +25.5% | -31.5% | -8.7% |
| 1Y | -56.4% | +40.1% | -96.5% | -58.3% |
| 3Y | +306.3% | +101.1% | +205.2% | +272.2% |
| 5Y | +100.5% | +70.6% | +29.9% | +86.2% |
| 10Y | +741.1% | +152.1% | +589.0% | +657.3% |
| All | +1,969.9% | +392.0% | +1,577.9% | +1,574.7% |
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 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