-49.3%
MSTR vs FITB
+30.6%
-79.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.5% |
| 7D | -10.7% | +0.5% | -11.2% | -10.8% |
| 30D | -21.6% | +7.0% | -28.6% | -23.3% |
| 3M | +24.4% | -4.4% | +28.7% | +25.2% |
| 6M | -35.5% | +11.6% | -47.0% | -39.8% |
| YTD | -20.3% | +18.6% | -38.9% | -25.3% |
| 1Y | -49.3% | +29.8% | -79.1% | -53.3% |
| All | -49.3% | +30.6% | -79.9% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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