+677.4%
MSTR vs BTI
+68.1%
+609.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.3% |
| 7D | +7.7% | -2.4% | +10.1% | +8.7% |
| 30D | +36.3% | -4.8% | +41.1% | +38.4% |
| 3M | +13.4% | -8.1% | +21.5% | +15.9% |
| 6M | -4.5% | -4.2% | -0.3% | -4.1% |
| YTD | -12.7% | -1.3% | -11.4% | -13.1% |
| 1Y | -59.6% | +2.1% | -61.7% | -60.4% |
| 3Y | +272.5% | +108.9% | +163.5% | +172.3% |
| 5Y | +107.1% | +114.5% | -7.3% | +51.4% |
| 10Y | +677.4% | +72.2% | +605.1% | +547.6% |
| All | +677.4% | +68.1% | +609.3% | +547.6% |
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