+1,252.0%
MSTR vs FE
+430.4%
+821.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | +12.2% | +1.9% | +10.2% | +11.7% |
| 30D | +45.2% | -1.2% | +46.3% | +45.6% |
| 3M | +10.4% | +3.5% | +6.9% | +9.2% |
| 6M | -2.5% | -6.1% | +3.6% | -1.3% |
| YTD | -6.0% | +7.6% | -13.6% | -8.1% |
| 1Y | -56.4% | +11.9% | -68.3% | -57.8% |
| 3Y | +306.3% | +48.4% | +257.9% | +262.6% |
| 5Y | +100.5% | +44.8% | +55.7% | +81.4% |
| 10Y | +741.1% | +115.9% | +625.2% | +580.7% |
| All | +1,252.0% | +430.4% | +821.6% | +1,150.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling