-59.8%
MSTR vs XBI
+66.9%
-126.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.2% |
| 7D | -8.3% | -4.6% | -3.6% | -4.0% |
| 30D | +38.1% | -2.0% | +40.1% | +40.3% |
| 3M | +9.0% | +17.8% | -8.8% | -8.7% |
| 6M | -5.3% | +23.7% | -29.0% | -23.8% |
| YTD | -13.8% | +28.2% | -42.0% | -33.7% |
| 1Y | -59.8% | +64.0% | -123.8% | -78.0% |
| All | -59.8% | +66.9% | -126.8% | -78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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