+2,773.2%
MSTR vs SPXU
-100.0%
+2,873.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -0.7% |
| 7D | +12.2% | -0.1% | +12.3% | +12.4% |
| 30D | +45.2% | +0.8% | +44.3% | +46.6% |
| 3M | +10.4% | -4.7% | +15.1% | +10.6% |
| 6M | -2.5% | -29.6% | +27.1% | -14.0% |
| YTD | -6.0% | -29.9% | +23.9% | -15.7% |
| 1Y | -56.4% | -39.1% | -17.3% | -62.8% |
| 3Y | +306.3% | -80.0% | +386.3% | +155.4% |
| 5Y | +100.5% | -86.0% | +186.5% | +52.3% |
| 10Y | +741.1% | -99.5% | +840.6% | +166.7% |
| All | +2,773.2% | -100.0% | +2,873.2% | +225.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling