+1,092.9%
MSTR vs XBI
+865.0%
+227.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.1% |
| 7D | -13.4% | -1.1% | -12.3% | -12.7% |
| 30D | -22.1% | +2.6% | -24.7% | -23.2% |
| 3M | +15.0% | -4.0% | +19.0% | +18.9% |
| 6M | -37.3% | +10.9% | -48.2% | -42.0% |
| YTD | -26.5% | +23.6% | -50.1% | -36.9% |
| 1Y | -46.5% | +35.1% | -81.6% | -57.0% |
| 3Y | +121.1% | +125.2% | -4.1% | +27.5% |
| 5Y | +37.5% | +19.7% | +17.8% | +28.1% |
| 10Y | +467.3% | +130.6% | +336.8% | +257.3% |
| All | +1,092.9% | +865.0% | +227.9% | +125.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling