-56.4%
MSTR vs FOXA
+9.1%
-65.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | -1.2% |
| 7D | +12.2% | -4.0% | +16.1% | +12.4% |
| 30D | +45.2% | +12.0% | +33.2% | +43.2% |
| 3M | +10.4% | +0.3% | +10.1% | +7.8% |
| 6M | -2.5% | +12.5% | -15.0% | -6.0% |
| YTD | -6.0% | -9.6% | +3.6% | -6.7% |
| 1Y | -56.4% | +8.6% | -65.0% | -56.7% |
| All | -56.4% | +9.1% | -65.5% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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