+690.7%
MSTR vs FXI
+14.7%
+676.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.5% | -1.9% | -2.7% |
| 7D | +9.3% | -1.0% | +10.3% | +10.0% |
| 30D | +36.5% | -3.2% | +39.7% | +39.5% |
| 3M | +7.3% | +1.7% | +5.6% | +6.3% |
| 6M | +2.2% | -1.6% | +3.8% | +3.7% |
| YTD | -10.2% | -7.9% | -2.2% | -4.5% |
| 1Y | -58.6% | -9.6% | -49.0% | -55.4% |
| 3Y | +283.2% | +40.5% | +242.7% | +200.0% |
| 5Y | +113.8% | -6.2% | +120.0% | +114.3% |
| 10Y | +690.7% | +14.2% | +676.6% | +639.3% |
| All | +690.7% | +14.7% | +676.0% | +639.3% |
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