+120.4%
MSTR vs GEN
+24.6%
+95.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +35.8% |
| 3M | +10.4% | +16.1% | -5.7% | -0.8% |
| 6M | -2.5% | +38.9% | -41.3% | -24.6% |
| YTD | -6.0% | +14.4% | -20.5% | -15.8% |
| 1Y | -56.4% | +5.9% | -62.3% | -58.7% |
| 3Y | +306.3% | +58.8% | +247.5% | +183.7% |
| All | +120.4% | +24.6% | +95.7% | +71.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling