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  • MSTR vs FND✓SelectedUSD · FNDMSTR vs FND performance historyLatest closeAs of-1.39%09/04
Stock and ETF performance explorer

MSTR vs FND

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+46.2%
FND return
-12.3%
Excess return
+58.6%
Maximum drawdown
-10.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioFNDExcessAlpha
1D-1.4%+1.7%-3.1%-2.2%
7D+12.2%-5.2%+17.4%+12.4%
30D+45.2%-19.9%+65.0%+51.5%
All+46.2%-12.3%+58.6%+51.4%

Cumulative growth

Daily Returns

Daily percentage return beside FND.

Daily Out/Under-Performance

Portfolio return minus FND return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × FND 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 1mo: compounded portfolio wealth divided by compounded FND 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…

1mo analysis · Full analysis span regression · Available span rolling