+304.5%
MSTR vs SPXS
-80.8%
+385.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -0.3% |
| 7D | +12.2% | -0.1% | +12.2% | +12.6% |
| 30D | +45.2% | +0.8% | +44.3% | +47.4% |
| 3M | +10.4% | -4.7% | +15.1% | +10.1% |
| 6M | -2.5% | -29.6% | +27.1% | -21.2% |
| YTD | -6.0% | -29.8% | +23.8% | -22.1% |
| 1Y | -56.4% | -38.9% | -17.5% | -66.7% |
| All | +304.5% | -80.8% | +385.2% | +101.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 3y: compounded portfolio wealth divided by compounded SPXS 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…
3y analysis · Full analysis span regression · 6 months rolling