+554.5%
MSTR vs GEN
+166.9%
+387.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -4.0% | -0.3% | -3.7% | -3.8% |
| 30D | -18.6% | +28.2% | -46.8% | -27.3% |
| 3M | +25.6% | +2.6% | +23.0% | +22.5% |
| 6M | -33.1% | +32.7% | -65.7% | -41.9% |
| YTD | -17.3% | +11.3% | -28.6% | -22.8% |
| 1Y | -48.1% | +17.9% | -66.0% | -52.7% |
| 3Y | +154.2% | +66.3% | +87.9% | +105.2% |
| 5Y | +46.2% | +31.7% | +14.5% | +27.7% |
| 10Y | +554.5% | +150.0% | +404.5% | +365.4% |
| All | +554.5% | +166.9% | +387.6% | +365.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling