+308.9%
MSTR vs FTV
-3.2%
+312.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -0.8% |
| 7D | +12.2% | -4.5% | +16.7% | +15.6% |
| 30D | +45.2% | -7.1% | +52.2% | +52.1% |
| 3M | +10.4% | -7.2% | +17.5% | +14.5% |
| 6M | -2.5% | -1.5% | -1.0% | -3.9% |
| YTD | -6.0% | +3.5% | -9.5% | -12.3% |
| 1Y | -56.4% | +20.3% | -76.8% | -65.2% |
| All | +308.9% | -3.2% | +312.0% | +319.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling