-37.6%
MSTR vs FRMI
-64.3%
+26.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +17.5% | -16.5% | -1.3% |
| 7D | -14.2% | -0.5% | -13.6% | -14.2% |
| 30D | -19.9% | -44.3% | +24.4% | -14.0% |
| 3M | +27.3% | -74.6% | +101.9% | +47.2% |
| 6M | -37.6% | -66.3% | +28.7% | -36.6% |
| All | -37.6% | -64.3% | +26.8% | -36.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling