+481.0%
MSTR vs BTI
+131.8%
+349.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.8% | -2.9% |
| 7D | -13.4% | +1.6% | -15.1% | -13.9% |
| 30D | -22.1% | +9.2% | -31.3% | -24.6% |
| 3M | +15.0% | +9.6% | +5.3% | +10.8% |
| 6M | -37.3% | -2.4% | -34.9% | -37.3% |
| YTD | -26.5% | +14.2% | -40.8% | -30.8% |
| 1Y | -46.5% | +20.3% | -66.8% | -50.6% |
| 3Y | +121.1% | +147.4% | -26.3% | +51.9% |
| 5Y | +37.5% | +155.4% | -117.9% | -5.6% |
| All | +481.0% | +131.8% | +349.2% | +365.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling