-49.3%
MSTR vs BTSG
+116.8%
-166.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +4.8% | -8.4% | -4.9% |
| 7D | -10.7% | +3.8% | -14.5% | -11.6% |
| 30D | -21.6% | +13.7% | -35.3% | -24.2% |
| 3M | +24.4% | +18.0% | +6.4% | +18.6% |
| 6M | -35.5% | +32.2% | -67.7% | -43.2% |
| YTD | -20.3% | +93.6% | -113.9% | -39.3% |
| 1Y | -49.3% | +115.9% | -165.3% | -60.9% |
| All | -49.3% | +116.8% | -166.2% | -60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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