+121.1%
MSTR vs FXI
+39.4%
+81.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -13.4% | -4.2% | -9.2% | -10.6% |
| 30D | -22.1% | -1.1% | -21.0% | -21.5% |
| 3M | +15.0% | -4.0% | +18.9% | +18.6% |
| 6M | -37.3% | -11.8% | -25.5% | -31.4% |
| YTD | -26.5% | -11.9% | -14.6% | -19.4% |
| 1Y | -46.5% | -16.1% | -30.4% | -39.5% |
| 3Y | +121.1% | +38.8% | +82.3% | +93.2% |
| All | +121.1% | +39.4% | +81.6% | +93.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling