-42.3%
MSTR vs GEN
+20.2%
-62.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.0% | +1.1% | +3.3% |
| 7D | -1.8% | +26.9% | -28.7% | -12.9% |
| 30D | -13.3% | +38.6% | -52.0% | -26.6% |
| 3M | +46.0% | +9.7% | +36.2% | +39.6% |
| 6M | -22.4% | +58.9% | -81.4% | -44.7% |
| YTD | -6.2% | +15.3% | -21.5% | -20.6% |
| 1Y | -42.3% | +21.8% | -64.1% | -52.5% |
| All | -42.3% | +20.2% | -62.5% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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