+154.0%
MSTR vs BTSG
+476.3%
-322.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.0% | -5.6% | -3.7% |
| 7D | -4.0% | +4.4% | -8.3% | -5.3% |
| 30D | -18.6% | +8.5% | -27.1% | -21.2% |
| 3M | +25.6% | +10.8% | +14.8% | +20.0% |
| 6M | -33.1% | +26.1% | -59.2% | -40.4% |
| YTD | -17.3% | +84.6% | -102.0% | -37.2% |
| 1Y | -48.1% | +108.7% | -156.7% | -62.6% |
| All | +154.0% | +476.3% | -322.3% | +35.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling