+40.9%
MSTR vs XRT
-4.1%
+45.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.8% | -4.6% | -3.8% |
| 7D | -11.5% | -0.4% | -11.1% | -11.2% |
| 30D | -24.8% | +7.5% | -32.3% | -33.1% |
| 3M | +20.6% | +2.3% | +18.3% | +14.9% |
| 6M | -38.0% | +12.8% | -50.8% | -49.9% |
| YTD | -24.7% | +7.1% | -31.8% | -33.1% |
| 1Y | -49.1% | +12.3% | -61.3% | -58.3% |
| 3Y | +124.7% | +57.0% | +67.7% | +7.5% |
| 5Y | +40.9% | -4.3% | +45.3% | +20.7% |
| All | +40.9% | -4.1% | +45.1% | +20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling