+1,426.1%
MSTR vs XBI
+950.0%
+476.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -1.1% |
| 7D | +12.2% | +0.9% | +11.3% | +11.3% |
| 30D | +45.2% | +7.1% | +38.1% | +38.1% |
| 3M | +10.4% | +22.9% | -12.5% | -5.7% |
| 6M | -2.5% | +29.7% | -32.2% | -19.6% |
| YTD | -6.0% | +34.5% | -40.5% | -24.3% |
| 1Y | -56.4% | +76.1% | -132.5% | -71.2% |
| 3Y | +306.3% | +103.2% | +203.1% | +148.0% |
| 5Y | +100.5% | +22.8% | +77.6% | +80.9% |
| 10Y | +741.1% | +176.3% | +564.8% | +364.9% |
| All | +1,426.1% | +950.0% | +476.1% | +170.3% |
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