-56.4%
MSTR vs FGI
+81.8%
-138.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +7.5% | -8.9% | -1.6% |
| 7D | +12.2% | +0.5% | +11.6% | +12.1% |
| 30D | +45.2% | +65.4% | -20.2% | +40.0% |
| 3M | +10.4% | +23.5% | -13.1% | +7.2% |
| 6M | -2.5% | +60.5% | -63.0% | -8.4% |
| YTD | -6.0% | +30.0% | -36.0% | -11.0% |
| 1Y | -56.4% | +82.1% | -138.5% | -59.3% |
| All | -56.4% | +81.8% | -138.2% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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