-47.1%
MSTR vs FE
+4.9%
-52.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +0.9% | +1.1% |
| 7D | -14.2% | -0.4% | -13.8% | -14.2% |
| 30D | -19.9% | +3.6% | -23.5% | -19.3% |
| 3M | +27.3% | +0.3% | +27.0% | +27.7% |
| 6M | -37.6% | +6.4% | -44.0% | -37.2% |
| YTD | -19.5% | +8.1% | -27.6% | -19.6% |
| 1Y | -47.1% | +4.6% | -51.7% | -45.6% |
| All | -47.1% | +4.9% | -52.1% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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