-59.6%
MSTR vs BTI
+2.0%
-61.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.6% |
| 7D | +7.7% | -2.4% | +10.1% | +8.0% |
| 30D | +36.3% | -4.8% | +41.1% | +37.0% |
| 3M | +13.4% | -8.1% | +21.5% | +14.0% |
| 6M | -4.5% | -4.2% | -0.3% | -6.0% |
| YTD | -12.7% | -1.3% | -11.4% | -12.0% |
| 1Y | -59.6% | +2.1% | -61.7% | -57.9% |
| All | -59.6% | +2.0% | -61.6% | -57.9% |
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