+3,258.4%
MSTR vs FXI
+221.5%
+3,036.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -2.2% |
| 7D | +12.2% | +1.0% | +11.1% | +11.5% |
| 30D | +45.2% | -0.6% | +45.7% | +45.5% |
| 3M | +10.4% | +1.9% | +8.5% | +9.6% |
| 6M | -2.5% | -0.2% | -2.3% | -2.1% |
| YTD | -6.0% | -5.6% | -0.4% | -2.8% |
| 1Y | -56.4% | -4.7% | -51.7% | -55.1% |
| 3Y | +306.3% | +38.0% | +268.3% | +244.4% |
| 5Y | +100.5% | -2.7% | +103.2% | +104.2% |
| 10Y | +741.1% | +19.9% | +721.2% | +662.9% |
| All | +3,258.4% | +221.5% | +3,036.9% | +1,633.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling