-59.7%
MSTR vs FRMI
-77.3%
+17.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +11.5% | -15.9% | -6.3% |
| 7D | +9.3% | +23.3% | -14.0% | +5.3% |
| 30D | +36.5% | -7.6% | +44.1% | +36.8% |
| 3M | +7.3% | +0.2% | +7.2% | +2.5% |
| 6M | +2.2% | -28.7% | +31.0% | +1.6% |
| YTD | -10.2% | -28.6% | +18.5% | -10.9% |
| All | -59.7% | -77.3% | +17.6% | -60.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling