-33.1%
MSTR vs XE
-62.6%
+29.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.9% | -9.4% | -7.3% |
| 7D | -11.5% | +25.1% | -36.6% | -17.3% |
| 30D | -24.8% | -11.5% | -13.3% | -22.6% |
| 3M | +20.6% | -44.7% | +65.3% | +38.5% |
| 6M | -38.0% | -64.5% | +26.6% | -26.8% |
| All | -33.1% | -62.6% | +29.5% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XE.
Daily Out/Under-Performance
Portfolio return minus XE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XE 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 XE 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