+113.8%
MSTR vs FOXA
+89.1%
+24.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.2% |
| 7D | +9.3% | -0.6% | +9.9% | +9.7% |
| 30D | +36.5% | +2.3% | +34.2% | +33.1% |
| 3M | +7.3% | -2.8% | +10.2% | +5.6% |
| 6M | +2.2% | +9.6% | -7.4% | -9.3% |
| YTD | -10.2% | -9.9% | -0.3% | -6.7% |
| 1Y | -58.6% | +5.4% | -64.0% | -63.1% |
| 3Y | +283.2% | +115.3% | +167.9% | +68.8% |
| 5Y | +113.8% | +93.1% | +20.7% | +7.4% |
| All | +113.8% | +89.1% | +24.7% | +7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling