+1,252.0%
MSTR vs RGEN
+9,651.3%
-8,399.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.2% |
| 7D | +12.2% | -4.9% | +17.1% | +13.2% |
| 30D | +45.2% | +5.7% | +39.5% | +44.0% |
| 3M | +10.4% | +32.4% | -22.1% | +4.0% |
| 6M | -2.5% | +33.2% | -35.7% | -8.6% |
| YTD | -6.0% | +2.3% | -8.3% | -7.4% |
| 1Y | -56.4% | +39.0% | -95.4% | -59.5% |
| 3Y | +306.3% | -4.6% | +310.9% | +296.8% |
| 5Y | +100.5% | -42.7% | +143.2% | +113.3% |
| 10Y | +741.1% | +433.6% | +307.5% | +524.6% |
| All | +1,252.0% | +9,651.3% | -8,399.3% | +502.0% |
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