-45.6%
MSTR vs FFIV
+26.7%
-72.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -1.2% | -8.1% | +6.9% | +2.1% |
| 30D | -15.9% | -33.4% | +17.5% | -3.7% |
| 3M | +33.1% | -24.7% | +57.9% | +44.0% |
| 6M | -31.0% | -8.8% | -22.1% | -32.6% |
| YTD | -15.1% | +21.8% | -36.9% | -29.9% |
| 1Y | -45.6% | +25.3% | -70.9% | -55.6% |
| All | -45.6% | +26.7% | -72.3% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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