+120.4%
MSTR vs FHN
+86.2%
+34.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | +12.2% | +1.2% | +11.0% | +11.7% |
| 30D | +45.2% | -4.7% | +49.9% | +47.9% |
| 3M | +10.4% | +3.5% | +6.8% | +7.8% |
| 6M | -2.5% | +7.8% | -10.3% | -6.5% |
| YTD | -6.0% | +5.9% | -11.9% | -9.1% |
| 1Y | -56.4% | +12.5% | -68.9% | -59.2% |
| 3Y | +306.3% | +117.2% | +189.1% | +204.5% |
| All | +120.4% | +86.2% | +34.2% | +57.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling