+3,708.0%
MSTR vs FTI
+2,165.1%
+1,542.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +12.2% | +5.3% | +6.9% | +10.5% |
| 30D | +45.2% | +15.3% | +29.8% | +39.0% |
| 3M | +10.4% | +15.8% | -5.4% | +5.1% |
| 6M | -2.5% | +22.6% | -25.1% | -9.2% |
| YTD | -6.0% | +79.5% | -85.6% | -21.8% |
| 1Y | -56.4% | +102.0% | -158.4% | -65.2% |
| 3Y | +306.3% | +315.8% | -9.5% | +161.5% |
| 5Y | +100.5% | +1,129.5% | -1,029.0% | -6.5% |
| 10Y | +741.1% | +320.9% | +420.1% | +337.7% |
| All | +3,708.0% | +2,165.1% | +1,542.9% | +551.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling