-58.6%
MSTR vs XRT
-1.4%
-57.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.2% | -2.2% | -2.1% |
| 7D | +9.3% | -0.3% | +9.6% | +9.7% |
| 30D | +36.5% | -5.6% | +42.1% | +44.9% |
| 3M | +7.3% | +2.5% | +4.8% | +1.9% |
| 6M | +2.2% | +3.7% | -1.4% | -4.7% |
| YTD | -10.2% | +1.0% | -11.1% | -10.7% |
| 1Y | -58.6% | -1.2% | -57.4% | -56.1% |
| All | -58.6% | -1.4% | -57.3% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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