+1,120.6%
MSTR vs RGEN
+9,994.0%
-8,873.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.3% | -0.8% |
| 7D | -1.2% | -1.9% | +0.7% | -0.8% |
| 30D | -15.9% | +3.7% | -19.7% | -16.4% |
| 3M | +33.1% | +8.8% | +24.3% | +31.2% |
| 6M | -31.0% | +38.0% | -68.9% | -35.7% |
| YTD | -15.1% | +5.9% | -21.0% | -17.0% |
| 1Y | -45.6% | +19.7% | -65.3% | -48.1% |
| 3Y | +180.5% | +20.5% | +160.0% | +164.6% |
| 5Y | +61.7% | -35.0% | +96.6% | +68.9% |
| 10Y | +578.0% | +540.9% | +37.1% | +389.9% |
| All | +1,120.6% | +9,994.0% | -8,873.3% | +439.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling