+1,096.2%
MSTR vs XLU
+633.0%
+463.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.5% |
| 7D | +12.2% | +0.8% | +11.3% | +11.6% |
| 30D | +45.2% | -1.3% | +46.5% | +46.1% |
| 3M | +10.4% | -1.3% | +11.7% | +10.5% |
| 6M | -2.5% | -7.6% | +5.2% | +1.5% |
| YTD | -6.0% | +2.3% | -8.3% | -8.1% |
| 1Y | -56.4% | +5.8% | -62.2% | -58.2% |
| 3Y | +306.3% | +50.5% | +255.7% | +212.1% |
| 5Y | +100.5% | +44.1% | +56.4% | +60.4% |
| 10Y | +741.1% | +138.2% | +602.9% | +365.4% |
| All | +1,096.2% | +633.0% | +463.2% | +186.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling