-45.6%
MSTR vs MSFU
-9.0%
-36.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.5% |
| 7D | -1.2% | +2.5% | -3.7% | -2.3% |
| 30D | -15.9% | -1.3% | -14.6% | -15.4% |
| 3M | +33.1% | +8.6% | +24.5% | +28.7% |
| 6M | -31.0% | +48.4% | -79.4% | -41.7% |
| YTD | -15.1% | +1.6% | -16.7% | -21.9% |
| 1Y | -45.6% | -5.8% | -39.9% | -49.5% |
| All | -45.6% | -9.0% | -36.6% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling