+526.8%
MSTR vs FTI
+178.7%
+348.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.5% | -3.9% |
| 7D | -10.7% | -3.3% | -7.5% | -9.9% |
| 30D | -21.6% | -7.2% | -14.3% | -20.1% |
| 3M | +24.4% | -12.9% | +37.3% | +28.8% |
| 6M | -35.5% | -7.9% | -27.6% | -34.6% |
| YTD | -20.3% | +45.2% | -65.5% | -29.5% |
| 1Y | -49.3% | +48.1% | -97.4% | -55.5% |
| 3Y | +137.8% | +205.0% | -67.2% | +69.8% |
| 5Y | +48.3% | +838.8% | -790.5% | -21.1% |
| 10Y | +526.8% | +174.8% | +352.0% | +231.5% |
| All | +526.8% | +178.7% | +348.1% | +231.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 10y: compounded portfolio wealth divided by compounded FTI 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…
10y analysis · Full analysis span regression · 6 months rolling