+1,252.0%
MSTR vs BTI
+2,602.5%
-1,350.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.2% |
| 7D | +12.2% | -1.4% | +13.6% | +12.5% |
| 30D | +45.2% | -6.6% | +51.8% | +47.1% |
| 3M | +10.4% | -3.0% | +13.4% | +10.5% |
| 6M | -2.5% | -6.7% | +4.2% | -1.5% |
| YTD | -6.0% | +0.6% | -6.6% | -6.5% |
| 1Y | -56.4% | +5.6% | -62.0% | -57.2% |
| 3Y | +306.3% | +110.3% | +196.0% | +243.8% |
| 5Y | +100.5% | +114.3% | -13.8% | +69.7% |
| 10Y | +741.1% | +67.7% | +673.4% | +630.1% |
| All | +1,252.0% | +2,602.5% | -1,350.5% | +1,254.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling