-42.3%
MSTR vs FHN
+14.6%
-56.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +4.6% |
| 7D | -1.8% | +2.3% | -4.1% | -2.4% |
| 30D | -13.3% | +1.6% | -14.9% | -13.7% |
| 3M | +46.0% | -8.4% | +54.3% | +49.3% |
| 6M | -22.4% | -2.3% | -20.2% | -23.6% |
| YTD | -6.2% | +1.5% | -7.7% | -7.6% |
| 1Y | -42.3% | +15.0% | -57.3% | -41.9% |
| All | -42.3% | +14.6% | -56.9% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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