-46.5%
MSTR vs FN
-25.5%
-21.0%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -7.3% | +4.9% | -0.5% |
| 7D | -13.4% | +0.3% | -13.7% | -13.7% |
| 30D | -22.1% | -16.5% | -5.5% | -18.9% |
| 3M | +15.0% | -42.1% | +57.1% | +30.6% |
| 6M | -37.3% | -52.9% | +15.6% | -25.0% |
| YTD | -26.5% | -28.0% | +1.4% | -28.1% |
| 1Y | -46.5% | -18.5% | -28.0% | -49.3% |
| All | -46.5% | -25.5% | -21.0% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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