+1,434.7%
MSTR vs XRT
+514.3%
+920.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -2.2% |
| 7D | +12.2% | +0.8% | +11.4% | +11.4% |
| 30D | +45.2% | -4.2% | +49.4% | +50.2% |
| 3M | +10.4% | +5.1% | +5.3% | +5.1% |
| 6M | -2.5% | +2.4% | -4.9% | -4.8% |
| YTD | -6.0% | +3.2% | -9.2% | -8.2% |
| 1Y | -56.4% | +1.5% | -57.9% | -56.8% |
| 3Y | +306.3% | +40.6% | +265.7% | +217.3% |
| 5Y | +100.5% | -1.0% | +101.5% | +123.4% |
| 10Y | +741.1% | +128.4% | +612.7% | +407.3% |
| All | +1,434.7% | +514.3% | +920.4% | +362.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling