-46.5%
MSTR vs XLU
+1.0%
-47.5%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -3.0% | -2.4% |
| 7D | -13.4% | +2.1% | -15.5% | -13.3% |
| 30D | -22.1% | +5.6% | -27.6% | -21.9% |
| 3M | +15.0% | +0.7% | +14.2% | +15.5% |
| 6M | -37.3% | -0.1% | -37.3% | -37.0% |
| YTD | -26.5% | +5.3% | -31.9% | -27.2% |
| 1Y | -46.5% | +2.2% | -48.6% | -44.9% |
| All | -46.5% | +1.0% | -47.5% | -44.9% |
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