+495.5%
MSTR vs FIX
+3,615.9%
-3,120.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.8% | -3.7% | -5.2% |
| 7D | -11.5% | +17.0% | -28.5% | -18.3% |
| 30D | -24.8% | -30.6% | +5.8% | -12.5% |
| 3M | +20.6% | -35.0% | +55.7% | +43.9% |
| 6M | -38.0% | -44.0% | +6.0% | -22.1% |
| YTD | -24.7% | +21.1% | -45.9% | -36.6% |
| 1Y | -49.1% | +16.3% | -65.3% | -56.5% |
| 3Y | +124.7% | +507.4% | -382.7% | -24.4% |
| 5Y | +40.9% | +1,052.1% | -1,011.1% | -65.4% |
| All | +495.5% | +3,615.9% | -3,120.3% | -7.1% |
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