-56.4%
MSTR vs FTV
+21.5%
-77.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.3% |
| 7D | +12.2% | -4.6% | +16.8% | +12.2% |
| 30D | +45.2% | -7.2% | +52.3% | +45.1% |
| 3M | +10.4% | -7.3% | +17.7% | +10.8% |
| 6M | -2.5% | -1.6% | -0.9% | -3.5% |
| YTD | -6.0% | +3.3% | -9.4% | -6.2% |
| 1Y | -56.4% | +20.2% | -76.6% | -60.6% |
| All | -56.4% | +21.5% | -77.9% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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