-42.3%
MSTR vs FRMI
-93.1%
+50.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -10.6% | +15.7% | +7.3% |
| 7D | -1.8% | -39.7% | +37.9% | +8.7% |
| 30D | -13.3% | -55.2% | +41.9% | +1.5% |
| 3M | +46.0% | -71.2% | +117.1% | +84.5% |
| 6M | -22.4% | -64.1% | +41.7% | -12.7% |
| YTD | -6.2% | -77.2% | +71.1% | +15.4% |
| 1Y | -42.3% | -93.2% | +50.9% | -10.0% |
| All | -42.3% | -93.1% | +50.8% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FRMI.
Daily Out/Under-Performance
Portfolio return minus FRMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRMI 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 FRMI 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