-42.3%
MSTR vs FOXA
+11.1%
-53.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.8% | +1.3% | +4.7% |
| 7D | -1.8% | +9.9% | -11.7% | -2.7% |
| 30D | -13.3% | +10.0% | -23.3% | -14.2% |
| 3M | +46.0% | +18.4% | +27.6% | +42.3% |
| 6M | -22.4% | +12.2% | -34.6% | -26.5% |
| YTD | -6.2% | -3.8% | -2.4% | -0.9% |
| 1Y | -42.3% | +8.9% | -51.2% | -38.3% |
| All | -42.3% | +11.1% | -53.4% | -38.3% |
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