-56.4%
MSTR vs RGEN
+45.2%
-101.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.1% |
| 7D | +12.2% | -4.9% | +17.1% | +13.8% |
| 30D | +45.2% | +5.7% | +39.5% | +44.1% |
| 3M | +10.4% | +32.4% | -22.1% | +2.1% |
| 6M | -2.5% | +33.2% | -35.7% | -11.2% |
| YTD | -6.0% | +2.3% | -8.3% | -5.0% |
| 1Y | -56.4% | +39.0% | -95.4% | -61.2% |
| All | -56.4% | +45.2% | -101.6% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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