+24.2%
MSTR vs IBN
+1,772.2%
-1,748.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | -14.2% | +11.1% | -25.3% | -16.5% |
| 30D | -19.9% | +23.9% | -43.7% | -24.2% |
| 3M | +27.3% | +16.3% | +11.0% | +22.4% |
| 6M | -37.6% | +34.2% | -71.8% | -42.1% |
| YTD | -19.5% | +17.6% | -37.0% | -22.8% |
| 1Y | -47.1% | +13.8% | -61.0% | -48.9% |
| 3Y | +140.3% | +57.0% | +83.3% | +113.5% |
| 5Y | +49.5% | +75.3% | -25.8% | +32.4% |
| 10Y | +521.9% | +388.7% | +133.2% | +319.2% |
| All | +24.2% | +1,772.2% | -1,748.0% | -50.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling