+2,427.0%
MSTR vs SPXU
-100.0%
+2,527.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -7.0% | +4.4% | -6.2% |
| 7D | -4.0% | -1.5% | -2.5% | -3.7% |
| 30D | -18.6% | +9.7% | -28.3% | -13.1% |
| 3M | +25.6% | +8.4% | +17.1% | +34.9% |
| 6M | -33.1% | -5.7% | -27.3% | -31.4% |
| YTD | -17.3% | -25.4% | +8.1% | -21.6% |
| 1Y | -48.1% | -28.9% | -19.2% | -51.6% |
| 3Y | +154.2% | -81.2% | +235.4% | +58.1% |
| 5Y | +46.2% | -83.3% | +129.5% | +21.5% |
| 10Y | +554.5% | -99.5% | +654.0% | +118.8% |
| All | +2,427.0% | -100.0% | +2,527.0% | +203.2% |
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