-42.3%
MSTR vs XYZ
+19.9%
-62.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +15.3% | -10.2% | -3.7% |
| 7D | -1.8% | +16.5% | -18.3% | -10.6% |
| 30D | -13.3% | +15.0% | -28.3% | -20.3% |
| 3M | +46.0% | +3.5% | +42.4% | +42.5% |
| 6M | -22.4% | +21.9% | -44.3% | -30.6% |
| YTD | -6.2% | +34.6% | -40.8% | -23.2% |
| 1Y | -42.3% | +20.7% | -63.0% | -53.9% |
| All | -42.3% | +19.9% | -62.1% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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