-58.6%
MSTR vs FTI
+102.0%
-160.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.1% | -2.3% | -4.0% |
| 7D | +9.3% | -0.2% | +9.5% | +9.4% |
| 30D | +36.5% | +12.3% | +24.2% | +33.5% |
| 3M | +7.3% | +13.8% | -6.4% | +3.9% |
| 6M | +2.2% | +24.3% | -22.0% | -7.6% |
| YTD | -10.2% | +75.8% | -85.9% | -25.6% |
| 1Y | -58.6% | +99.6% | -158.2% | -66.3% |
| All | -58.6% | +102.0% | -160.6% | -66.3% |
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