+1,252.0%
MSTR vs FIX
+9,201.4%
-7,949.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -2.0% |
| 7D | +12.2% | +6.0% | +6.1% | +10.2% |
| 30D | +45.2% | -7.2% | +52.4% | +48.2% |
| 3M | +10.4% | -15.9% | +26.2% | +15.0% |
| 6M | -2.5% | +12.7% | -15.2% | -7.4% |
| YTD | -6.0% | +72.8% | -78.8% | -22.0% |
| 1Y | -56.4% | +122.9% | -179.3% | -66.8% |
| 3Y | +306.3% | +774.3% | -468.0% | +101.2% |
| 5Y | +100.5% | +2,049.5% | -1,949.0% | -20.7% |
| 10Y | +741.1% | +5,821.5% | -5,080.4% | +147.6% |
| All | +1,252.0% | +9,201.4% | -7,949.5% | +236.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling