-47.4%
MSTR vs FGI
+45.3%
-92.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.9% | -4.5% | -2.6% |
| 7D | -4.0% | -1.4% | -2.6% | -3.9% |
| 30D | -18.6% | -3.2% | -15.4% | -18.6% |
| 3M | +25.6% | +64.1% | -38.5% | +19.7% |
| 6M | -33.1% | +17.2% | -50.2% | -35.5% |
| YTD | -17.3% | +31.6% | -48.9% | -23.9% |
| All | -47.4% | +45.3% | -92.8% | -50.5% |
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