+731.6%
MSTR vs BUD
-23.7%
+755.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | +12.2% | +0.3% | +11.9% | +12.1% |
| 30D | +45.2% | -5.7% | +50.8% | +48.8% |
| 3M | +10.4% | +3.1% | +7.3% | +8.2% |
| 6M | -2.5% | +7.9% | -10.4% | -6.5% |
| YTD | -6.0% | +27.3% | -33.4% | -16.9% |
| 1Y | -56.4% | +37.8% | -94.2% | -63.1% |
| 3Y | +306.3% | +49.8% | +256.4% | +226.0% |
| 5Y | +100.5% | +43.8% | +56.7% | +63.1% |
| All | +731.6% | -23.7% | +755.3% | +572.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling