+1,120.6%
MSTR vs GEN
+2,579.9%
-1,459.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.4% | +0.7% |
| 7D | -1.2% | +2.3% | -3.5% | -2.0% |
| 30D | -15.9% | +33.1% | -49.0% | -25.3% |
| 3M | +33.1% | +6.5% | +26.6% | +28.1% |
| 6M | -31.0% | +53.8% | -84.8% | -42.9% |
| YTD | -15.1% | +11.2% | -26.4% | -20.1% |
| 1Y | -45.6% | +19.4% | -65.0% | -50.2% |
| 3Y | +180.5% | +81.0% | +99.5% | +119.4% |
| 5Y | +61.7% | +33.4% | +28.2% | +42.8% |
| 10Y | +578.0% | +164.3% | +413.7% | +321.4% |
| All | +1,120.6% | +2,579.9% | -1,459.3% | +183.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling