+113.8%
MSTR vs SPXS
-85.9%
+199.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.6% | -6.0% | -2.9% |
| 7D | +9.3% | -1.5% | +10.9% | +8.3% |
| 30D | +36.5% | +3.7% | +32.8% | +42.3% |
| 3M | +7.3% | -9.6% | +16.9% | +1.6% |
| 6M | +2.2% | -32.4% | +34.6% | -22.3% |
| YTD | -10.2% | -28.7% | +18.5% | -26.0% |
| 1Y | -58.6% | -38.1% | -20.5% | -69.1% |
| 3Y | +283.2% | -80.1% | +363.3% | +44.5% |
| 5Y | +113.8% | -85.9% | +199.7% | +13.4% |
| All | +113.8% | -85.9% | +199.7% | +13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling