+690.7%
MSTR vs IBN
+312.4%
+378.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.5% | -1.9% | -3.4% |
| 7D | +9.3% | -2.2% | +11.5% | +10.3% |
| 30D | +36.5% | -2.3% | +38.8% | +37.7% |
| 3M | +7.3% | +15.9% | -8.5% | +1.0% |
| 6M | +2.2% | +5.6% | -3.4% | 0.0% |
| YTD | -10.2% | -0.1% | -10.1% | -10.3% |
| 1Y | -58.6% | -6.5% | -52.1% | -57.8% |
| 3Y | +283.2% | +29.3% | +253.9% | +241.9% |
| 5Y | +113.8% | +56.6% | +57.2% | +82.6% |
| 10Y | +690.7% | +314.4% | +376.4% | +487.3% |
| All | +690.7% | +312.4% | +378.4% | +487.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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