-46.5%
MSTR vs BTI
+18.0%
-64.5%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.8% | -2.6% |
| 7D | -13.4% | +1.6% | -15.1% | -13.5% |
| 30D | -22.1% | +9.2% | -31.3% | -22.9% |
| 3M | +15.0% | +9.6% | +5.3% | +13.7% |
| 6M | -37.3% | -2.4% | -34.9% | -34.8% |
| YTD | -26.5% | +14.2% | -40.8% | -28.4% |
| 1Y | -46.5% | +20.3% | -66.8% | -47.8% |
| All | -46.5% | +18.0% | -64.5% | -47.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling