+4,273.7%
MSTR vs SPXS
-100.0%
+4,373.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -0.8% |
| 7D | +12.2% | -0.1% | +12.2% | +12.4% |
| 30D | +45.2% | +0.8% | +44.3% | +46.5% |
| 3M | +10.4% | -4.7% | +15.1% | +10.7% |
| 6M | -2.5% | -29.6% | +27.1% | -13.1% |
| YTD | -6.0% | -29.8% | +23.8% | -14.8% |
| 1Y | -56.4% | -38.9% | -17.5% | -62.3% |
| 3Y | +306.3% | -79.6% | +385.9% | +168.0% |
| 5Y | +100.5% | -85.9% | +186.4% | +58.3% |
| 10Y | +741.1% | -99.5% | +840.6% | +195.8% |
| All | +4,273.7% | -100.0% | +4,373.7% | +393.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling