+49.9%
MSTR vs XLI
+63.4%
-13.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.5% |
| 7D | -1.2% | -2.8% | +1.6% | +4.9% |
| 30D | -15.9% | -3.1% | -12.9% | -10.1% |
| 3M | +33.1% | -11.7% | +44.8% | +72.0% |
| 6M | -31.0% | -7.6% | -23.4% | -20.8% |
| YTD | -15.1% | +5.7% | -20.9% | -27.5% |
| 1Y | -45.6% | +7.8% | -53.5% | -55.8% |
| 3Y | +180.5% | +67.4% | +113.1% | -12.7% |
| All | +49.9% | +63.4% | -13.4% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 5y: compounded portfolio wealth divided by compounded XLI 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…
5y analysis · Full analysis span regression · 6 months rolling