-56.4%
MSTR vs GEN
+5.4%
-61.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | +0.2% |
| 7D | +12.2% | -1.2% | +13.4% | +13.4% |
| 30D | +45.2% | +10.1% | +35.0% | +36.3% |
| 3M | +10.4% | +16.1% | -5.7% | 0.0% |
| 6M | -2.5% | +38.9% | -41.3% | -22.7% |
| YTD | -6.0% | +14.4% | -20.5% | -17.1% |
| 1Y | -56.4% | +5.9% | -62.3% | -58.3% |
| All | -56.4% | +5.4% | -61.8% | -58.3% |
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