+49.9%
MSTR vs BUD
+48.8%
+1.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.5% |
| 7D | -1.2% | +4.5% | -5.7% | -3.8% |
| 30D | -15.9% | +12.5% | -28.5% | -22.0% |
| 3M | +33.1% | 0.0% | +33.1% | +32.2% |
| 6M | -31.0% | +3.8% | -34.8% | -33.7% |
| YTD | -15.1% | +33.1% | -48.2% | -31.8% |
| 1Y | -45.6% | +35.5% | -81.2% | -57.2% |
| 3Y | +180.5% | +49.4% | +131.1% | +94.8% |
| All | +49.9% | +48.8% | +1.1% | -7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling