+3,338.1%
MSTR vs FTI
+1,702.1%
+1,636.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.4% | -1.2% |
| 7D | -1.2% | -7.6% | +6.4% | +1.1% |
| 30D | -15.9% | -7.1% | -8.8% | -14.3% |
| 3M | +33.1% | -8.7% | +41.8% | +36.0% |
| 6M | -31.0% | -14.0% | -17.0% | -28.6% |
| YTD | -15.1% | +42.8% | -58.0% | -24.7% |
| 1Y | -45.6% | +50.4% | -96.0% | -52.6% |
| 3Y | +180.5% | +194.1% | -13.6% | +99.8% |
| 5Y | +61.7% | +775.2% | -713.5% | -17.0% |
| 10Y | +578.0% | +189.2% | +388.8% | +294.1% |
| All | +3,338.1% | +1,702.1% | +1,636.0% | +526.4% |
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