+489.8%
MSTR vs MSFU
+93.3%
+396.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.8% |
| 7D | -1.2% | +2.5% | -3.7% | -2.9% |
| 30D | -15.9% | -1.3% | -14.6% | -15.4% |
| 3M | +33.1% | +8.6% | +24.5% | +26.4% |
| 6M | -31.0% | +48.4% | -79.4% | -47.7% |
| YTD | -15.1% | +1.6% | -16.7% | -20.5% |
| 1Y | -45.6% | -5.8% | -39.9% | -46.8% |
| 3Y | +180.5% | +30.9% | +149.6% | +104.3% |
| All | +489.8% | +93.3% | +396.4% | +241.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling