+459.7%
MSTR vs MSFU
+85.8%
+373.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.8% | +5.8% | +3.7% |
| 7D | -14.2% | -12.7% | -1.5% | -7.6% |
| 30D | -19.9% | -9.0% | -10.9% | -15.9% |
| 3M | +27.3% | +2.9% | +24.4% | +24.3% |
| 6M | -37.6% | +43.5% | -81.1% | -51.9% |
| YTD | -19.5% | -2.4% | -17.1% | -23.1% |
| 1Y | -47.1% | -13.5% | -33.6% | -45.6% |
| 3Y | +140.3% | +19.2% | +121.1% | +85.2% |
| All | +459.7% | +85.8% | +373.9% | +230.7% |
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