-59.6%
MSTR vs XYZ
+5.0%
-64.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.3% |
| 7D | +7.7% | -3.7% | +11.4% | +10.4% |
| 30D | +36.3% | +0.5% | +35.8% | +36.1% |
| 3M | +13.4% | +16.3% | -2.9% | +3.6% |
| 6M | -4.5% | +21.1% | -25.6% | -14.0% |
| YTD | -12.7% | +22.0% | -34.7% | -22.9% |
| 1Y | -59.6% | +5.2% | -64.8% | -58.5% |
| All | -59.6% | +5.0% | -64.6% | -58.5% |
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