+521.9%
MSTR vs FXI
+20.8%
+501.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +2.1% |
| 7D | -14.2% | -1.9% | -12.2% | -13.0% |
| 30D | -19.9% | -0.6% | -19.2% | -19.5% |
| 3M | +27.3% | -4.9% | +32.2% | +32.1% |
| 6M | -37.6% | -8.8% | -28.8% | -33.3% |
| YTD | -19.5% | -10.7% | -8.7% | -12.2% |
| 1Y | -47.1% | -15.2% | -31.9% | -40.2% |
| 3Y | +140.3% | +42.5% | +97.8% | +86.3% |
| 5Y | +49.5% | -7.8% | +57.3% | +53.1% |
| 10Y | +521.9% | +20.0% | +501.9% | +471.7% |
| All | +521.9% | +20.8% | +501.1% | +471.7% |
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