+231.7%
MSTR vs FGI
-70.0%
+301.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.6% |
| 7D | -10.7% | -4.1% | -6.6% | -10.6% |
| 30D | -21.6% | -3.4% | -18.2% | -21.5% |
| 3M | +24.4% | +61.8% | -37.4% | +17.5% |
| 6M | -35.5% | +17.0% | -52.5% | -38.3% |
| YTD | -20.3% | +31.4% | -51.7% | -26.6% |
| 1Y | -49.3% | +42.7% | -92.0% | -54.1% |
| 3Y | +137.8% | -0.1% | +137.9% | +107.7% |
| All | +231.7% | -70.0% | +301.7% | +240.6% |
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