-56.4%
MSTR vs XHB
-9.3%
-47.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.8% |
| 7D | +12.2% | -1.3% | +13.5% | +12.7% |
| 30D | +45.2% | -6.9% | +52.0% | +49.1% |
| 3M | +10.4% | -1.3% | +11.6% | +9.2% |
| 6M | -2.5% | -6.8% | +4.3% | -2.9% |
| YTD | -6.0% | +0.7% | -6.8% | -9.2% |
| 1Y | -56.4% | -11.2% | -45.2% | -50.8% |
| All | -56.4% | -9.3% | -47.2% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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