+2,438.3%
MSTR vs BUD
+219.3%
+2,219.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.8% | -11.1% | -10.1% |
| 7D | -8.7% | +7.1% | -15.8% | -11.7% |
| 30D | -21.4% | +12.7% | -34.1% | -26.0% |
| 3M | +31.4% | 0.0% | +31.4% | +30.7% |
| 6M | -30.8% | +7.6% | -38.4% | -34.0% |
| YTD | -14.9% | +35.0% | -49.9% | -27.7% |
| 1Y | -49.3% | +37.6% | -86.8% | -57.5% |
| 3Y | +184.8% | +51.5% | +133.3% | +123.8% |
| 5Y | +62.1% | +50.2% | +11.9% | +28.3% |
| 10Y | +580.0% | -7.2% | +587.2% | +514.3% |
| All | +2,438.3% | +219.3% | +2,219.0% | +1,220.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling