-46.5%
MSTR vs GEN
+14.8%
-61.3%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.4% | -4.8% | -3.5% |
| 7D | -13.4% | +2.0% | -15.5% | -14.2% |
| 30D | -22.1% | +27.7% | -49.8% | -31.1% |
| 3M | +15.0% | +3.3% | +11.7% | +14.1% |
| 6M | -37.3% | +31.8% | -69.1% | -47.5% |
| YTD | -26.5% | +13.5% | -40.0% | -38.0% |
| 1Y | -46.5% | +16.0% | -62.5% | -55.1% |
| All | -46.5% | +14.8% | -61.3% | -55.1% |
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