-46.5%
MSTR vs FND
-24.7%
-21.8%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.2% | -1.8% |
| 7D | -13.4% | -6.8% | -6.6% | -11.8% |
| 30D | -22.1% | +8.0% | -30.1% | -23.3% |
| 3M | +15.0% | -18.9% | +33.9% | +19.4% |
| 6M | -37.3% | +4.7% | -42.0% | -40.1% |
| YTD | -26.5% | -21.6% | -5.0% | -19.9% |
| 1Y | -46.5% | -22.0% | -24.5% | -41.6% |
| All | -46.5% | -24.7% | -21.8% | -41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling