+137.8%
MSTR vs FFIV
+102.8%
+34.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.5% |
| 7D | -10.7% | -4.2% | -6.6% | -8.1% |
| 30D | -21.6% | -33.9% | +12.3% | +0.2% |
| 3M | +24.4% | -22.6% | +47.0% | +40.7% |
| 6M | -35.5% | -10.4% | -25.1% | -35.6% |
| YTD | -20.3% | +24.3% | -44.6% | -40.5% |
| 1Y | -49.3% | +31.8% | -81.1% | -64.2% |
| 3Y | +137.8% | +99.5% | +38.3% | +43.7% |
| All | +137.8% | +102.8% | +34.9% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling