-45.6%
MSTR vs GEN
+17.5%
-63.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.4% | +0.9% |
| 7D | -1.2% | +2.3% | -3.5% | -2.1% |
| 30D | -15.9% | +33.1% | -49.0% | -27.4% |
| 3M | +33.1% | +6.5% | +26.6% | +29.0% |
| 6M | -31.0% | +53.8% | -84.8% | -49.9% |
| YTD | -15.1% | +11.2% | -26.4% | -27.8% |
| 1Y | -45.6% | +19.4% | -65.0% | -54.9% |
| All | -45.6% | +17.5% | -63.1% | -54.9% |
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