-58.6%
MSTR vs SPXU
-38.3%
-20.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.7% | -6.1% | -2.7% |
| 7D | +9.3% | -1.5% | +10.8% | +8.3% |
| 30D | +36.5% | +3.7% | +32.8% | +42.9% |
| 3M | +7.3% | -9.6% | +16.9% | +0.6% |
| 6M | +2.2% | -32.4% | +34.6% | -24.2% |
| YTD | -10.2% | -28.7% | +18.5% | -27.3% |
| 1Y | -58.6% | -38.2% | -20.4% | -69.9% |
| All | -58.6% | -38.3% | -20.3% | -69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling