+554.5%
MSTR vs RGEN
+508.6%
+45.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.1% | -5.7% | -3.9% |
| 7D | -4.0% | +3.5% | -7.4% | -5.2% |
| 30D | -18.6% | +2.9% | -21.5% | -19.4% |
| 3M | +25.6% | +9.2% | +16.4% | +21.1% |
| 6M | -33.1% | +44.9% | -78.0% | -44.0% |
| YTD | -17.3% | +9.2% | -26.6% | -22.6% |
| 1Y | -48.1% | +25.3% | -73.4% | -54.4% |
| 3Y | +154.2% | +21.7% | +132.5% | +115.9% |
| 5Y | +46.2% | -34.5% | +80.7% | +46.8% |
| 10Y | +554.5% | +478.9% | +75.6% | +303.5% |
| All | +554.5% | +508.6% | +45.9% | +303.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling