-60.8%
MSTR vs FRMI
-78.0%
+17.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.2% | +0.4% | -2.3% |
| 7D | +7.7% | +15.9% | -8.2% | +4.8% |
| 30D | +36.3% | -6.0% | +42.3% | +36.2% |
| 3M | +13.4% | -1.6% | +15.0% | +8.5% |
| 6M | -4.5% | -30.7% | +26.2% | -4.6% |
| YTD | -12.7% | -30.9% | +18.2% | -12.9% |
| All | -60.8% | -78.0% | +17.2% | -61.2% |
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