-30.8%
MSTR vs FN
-54.4%
+23.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -14.2% | +5.0% | -6.1% |
| 7D | -8.7% | -16.0% | +7.3% | -5.4% |
| 30D | -21.4% | -40.1% | +18.7% | -13.8% |
| 3M | +31.4% | -43.9% | +75.3% | +45.0% |
| 6M | -30.8% | -55.6% | +24.8% | -21.4% |
| All | -30.8% | -54.4% | +23.6% | -21.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling