+554.5%
MSTR vs FXI
+20.5%
+534.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -2.0% |
| 7D | -4.0% | +4.4% | -8.3% | -6.8% |
| 30D | -18.6% | +1.2% | -19.9% | -19.4% |
| 3M | +25.6% | -4.2% | +29.8% | +29.6% |
| 6M | -33.1% | -6.2% | -26.8% | -29.8% |
| YTD | -17.3% | -8.8% | -8.5% | -11.3% |
| 1Y | -48.1% | -11.6% | -36.5% | -43.1% |
| 3Y | +154.2% | +45.1% | +109.1% | +94.6% |
| 5Y | +46.2% | -1.2% | +47.4% | +44.3% |
| 10Y | +554.5% | +20.1% | +534.5% | +500.0% |
| All | +554.5% | +20.5% | +534.0% | +500.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 10y: compounded portfolio wealth divided by compounded FXI 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…
10y analysis · Full analysis span regression · 6 months rolling