-42.3%
MSTR vs FCUV
-98.1%
+55.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -7.5% | +12.6% | +5.1% |
| 7D | -1.8% | -8.6% | +6.8% | -1.8% |
| 30D | -13.3% | -25.9% | +12.6% | -13.4% |
| 3M | +46.0% | -69.8% | +115.8% | +46.0% |
| 6M | -22.4% | -31.6% | +9.2% | -17.7% |
| YTD | -6.2% | -90.1% | +83.9% | +9.6% |
| 1Y | -42.3% | -98.0% | +55.7% | -41.9% |
| All | -42.3% | -98.1% | +55.8% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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