+2,932.2%
MSTR vs FXI
+213.2%
+2,719.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.2% | +5.7% | -6.9% | -4.0% |
| 30D | -15.9% | +4.6% | -20.5% | -17.9% |
| 3M | +33.1% | -2.8% | +35.9% | +35.3% |
| 6M | -31.0% | -6.1% | -24.9% | -28.5% |
| YTD | -15.1% | -8.0% | -7.1% | -10.8% |
| 1Y | -45.6% | -11.3% | -34.3% | -41.8% |
| 3Y | +180.5% | +42.6% | +137.9% | +134.7% |
| 5Y | +61.7% | -0.1% | +61.7% | +63.9% |
| 10Y | +578.0% | +22.7% | +555.3% | +512.8% |
| All | +2,932.2% | +213.2% | +2,719.0% | +1,489.7% |
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 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