+254.2%
MSTR vs FGI
-70.3%
+324.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | 0.0% | -9.3% | -9.3% |
| 7D | -8.7% | -11.6% | +2.9% | -8.2% |
| 30D | -21.4% | -3.3% | -18.1% | -21.4% |
| 3M | +31.4% | +65.6% | -34.1% | +24.0% |
| 6M | -30.8% | -2.8% | -28.0% | -33.2% |
| YTD | -14.9% | +30.1% | -45.0% | -21.6% |
| 1Y | -49.3% | +50.2% | -99.5% | -54.2% |
| 3Y | +184.8% | -0.4% | +185.3% | +148.4% |
| All | +254.2% | -70.3% | +324.5% | +263.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling