-42.3%
MSTR vs XLU
+0.7%
-43.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.7% | +5.1% |
| 7D | -1.8% | +2.6% | -4.4% | -1.8% |
| 30D | -13.3% | +9.1% | -22.4% | -13.7% |
| 3M | +46.0% | -0.4% | +46.4% | +46.6% |
| 6M | -22.4% | -4.7% | -17.8% | -20.5% |
| YTD | -6.2% | +4.3% | -10.5% | -9.2% |
| 1Y | -42.3% | +1.0% | -43.3% | -40.4% |
| All | -42.3% | +0.7% | -43.0% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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