-45.5%
MSTR vs FTI
+51.8%
-97.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.8% |
| 7D | -14.2% | +1.4% | -15.5% | -14.3% |
| 30D | -19.9% | -6.3% | -13.6% | -18.9% |
| 3M | +27.3% | -13.1% | +40.5% | +30.7% |
| 6M | -37.6% | -8.0% | -29.6% | -37.3% |
| YTD | -19.5% | +47.1% | -66.5% | -44.6% |
| All | -45.5% | +51.8% | -97.4% | -64.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling