-47.4%
MSTR vs XRT
+16.2%
-63.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.7% | -6.3% | -5.7% |
| 7D | -4.0% | +2.5% | -6.4% | -5.9% |
| 30D | -18.6% | +10.3% | -29.0% | -25.7% |
| 3M | +25.6% | +2.4% | +23.2% | +23.0% |
| 6M | -33.1% | +10.0% | -43.0% | -40.2% |
| YTD | -17.3% | +9.5% | -26.9% | -22.0% |
| All | -47.4% | +16.2% | -63.6% | -50.1% |
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