+50.1%
MSTR vs SPXS
-81.6%
+131.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -1.0% |
| 7D | -1.2% | +7.5% | -8.7% | +7.0% |
| 30D | -15.9% | +17.5% | -33.4% | +0.1% |
| 3M | +33.1% | +14.7% | +18.5% | +58.1% |
| 6M | -31.0% | -0.1% | -30.9% | -25.0% |
| YTD | -15.1% | -19.7% | +4.6% | -19.3% |
| 1Y | -45.6% | -23.6% | -22.0% | -50.1% |
| 3Y | +180.5% | -79.2% | +259.7% | +11.3% |
| All | +50.1% | -81.6% | +131.7% | -4.7% |
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 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