+120.4%
MSTR vs FFIV
+91.3%
+29.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.0% |
| 7D | +12.2% | -1.0% | +13.1% | +13.5% |
| 30D | +45.2% | -5.1% | +50.2% | +51.8% |
| 3M | +10.4% | -4.5% | +14.8% | +14.5% |
| 6M | -2.5% | +36.5% | -39.0% | -32.8% |
| YTD | -6.0% | +53.0% | -59.0% | -43.3% |
| 1Y | -56.4% | +24.2% | -80.6% | -67.6% |
| 3Y | +306.3% | +137.2% | +169.1% | +32.1% |
| All | +120.4% | +91.3% | +29.1% | -2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling