+570.4%
MSTR vs FIX
+3,608.1%
-3,037.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.4% | -5.7% | -2.9% |
| 7D | -1.2% | -17.5% | +16.2% | +6.8% |
| 30D | -15.9% | -41.6% | +25.6% | +6.6% |
| 3M | +33.1% | -40.6% | +73.7% | +66.1% |
| 6M | -31.0% | -49.4% | +18.4% | -8.7% |
| YTD | -15.1% | +9.2% | -24.3% | -24.7% |
| 1Y | -45.6% | +6.5% | -52.1% | -51.5% |
| 3Y | +180.5% | +448.7% | -268.2% | -0.2% |
| 5Y | +61.7% | +948.7% | -887.1% | -58.2% |
| All | +570.4% | +3,608.1% | -3,037.7% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 10y: compounded portfolio wealth divided by compounded FIX 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…
10y analysis · Full analysis span regression · 6 months rolling