-47.4%
MSTR vs FDX
+53.6%
-101.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.5% | -6.1% | -3.5% |
| 7D | -4.0% | +0.2% | -4.1% | -3.8% |
| 30D | -18.6% | +9.3% | -27.9% | -20.3% |
| 3M | +25.6% | +0.5% | +25.1% | +25.7% |
| 6M | -33.1% | +5.3% | -38.4% | -32.9% |
| YTD | -17.3% | +38.6% | -55.9% | -11.4% |
| All | -47.4% | +53.6% | -101.0% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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