-47.4%
MSTR vs FE
+6.4%
-53.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.5% |
| 7D | -4.0% | -1.1% | -2.8% | -4.2% |
| 30D | -18.6% | +4.6% | -23.3% | -17.9% |
| 3M | +25.6% | -0.8% | +26.4% | +25.8% |
| 6M | -33.1% | +7.3% | -40.3% | -32.5% |
| YTD | -17.3% | +8.3% | -25.7% | -17.3% |
| All | -47.4% | +6.4% | -53.8% | -46.1% |
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