+988.8%
MSTR vs FFIV
+5,982.7%
-4,993.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.5% | -3.8% | -7.3% |
| 7D | -8.7% | -14.2% | +5.5% | -3.2% |
| 30D | -21.4% | -33.6% | +12.2% | -9.4% |
| 3M | +31.4% | -24.2% | +55.7% | +43.7% |
| 6M | -30.8% | -8.3% | -22.5% | -29.7% |
| YTD | -14.9% | +22.1% | -37.0% | -22.5% |
| 1Y | -49.3% | +26.5% | -75.8% | -54.5% |
| 3Y | +184.8% | +102.3% | +82.5% | +118.5% |
| 5Y | +62.1% | +40.6% | +21.5% | +48.1% |
| 10Y | +580.0% | +129.7% | +450.3% | +407.5% |
| All | +988.8% | +5,982.7% | -4,993.9% | +80.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling