+521.9%
MSTR vs FIX
+3,814.3%
-3,292.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.0% | -4.0% | -1.3% |
| 7D | -14.2% | +6.4% | -20.6% | -17.1% |
| 30D | -19.9% | -29.1% | +9.2% | -7.7% |
| 3M | +27.3% | -31.1% | +58.5% | +47.5% |
| 6M | -37.6% | -42.8% | +5.3% | -22.4% |
| YTD | -19.5% | +24.6% | -44.1% | -33.2% |
| 1Y | -47.1% | +21.9% | -69.1% | -55.9% |
| 3Y | +140.3% | +524.9% | -384.6% | -20.2% |
| 5Y | +49.5% | +1,092.2% | -1,042.7% | -63.9% |
| 10Y | +521.9% | +3,759.0% | -3,237.2% | -4.3% |
| All | +521.9% | +3,814.3% | -3,292.4% | -4.3% |
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