+1,285.6%
MSTR vs XRT
+529.0%
+756.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +1.2% |
| 7D | -1.2% | +0.9% | -2.1% | -1.9% |
| 30D | -15.9% | +7.9% | -23.9% | -21.4% |
| 3M | +33.1% | -0.2% | +33.3% | +32.9% |
| 6M | -31.0% | +5.6% | -36.6% | -34.8% |
| YTD | -15.1% | +5.7% | -20.8% | -18.8% |
| 1Y | -45.6% | +14.6% | -60.2% | -51.7% |
| 3Y | +180.5% | +50.7% | +129.8% | +106.9% |
| 5Y | +61.7% | -4.8% | +66.5% | +84.1% |
| 10Y | +578.0% | +152.6% | +425.4% | +280.1% |
| All | +1,285.6% | +529.0% | +756.6% | +309.2% |
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