-47.4%
MSTR vs MSFU
-1.7%
-45.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.5% | -8.0% | -4.8% |
| 7D | -4.0% | +14.6% | -18.5% | -9.3% |
| 30D | -18.6% | +2.1% | -20.7% | -19.3% |
| 3M | +25.6% | +14.7% | +10.9% | +18.5% |
| 6M | -33.1% | +55.7% | -88.7% | -44.5% |
| YTD | -17.3% | +7.1% | -24.4% | -25.6% |
| All | -47.4% | -1.7% | -45.7% | -51.5% |
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