-56.4%
MSTR vs BWA
+59.1%
-115.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.8% | -4.1% | -1.9% |
| 7D | +12.2% | +5.7% | +6.5% | +11.1% |
| 30D | +45.2% | +1.4% | +43.8% | +44.6% |
| 3M | +10.4% | -12.1% | +22.5% | +12.7% |
| 6M | -2.5% | +28.6% | -31.0% | -5.3% |
| YTD | -6.0% | +51.1% | -57.1% | -14.1% |
| 1Y | -56.4% | +55.9% | -112.3% | -58.7% |
| All | -56.4% | +59.1% | -115.5% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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