-42.3%
MSTR vs RGTI
-69.7%
+27.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.1% | +4.0% | +4.6% |
| 7D | -1.8% | -9.6% | +7.8% | +2.6% |
| 30D | -13.3% | -26.0% | +12.7% | -1.5% |
| 3M | +46.0% | -35.8% | +81.7% | +73.9% |
| 6M | -22.4% | -36.7% | +14.2% | -13.7% |
| YTD | -6.2% | -49.4% | +43.2% | +9.2% |
| 1Y | -42.3% | -68.1% | +25.8% | -19.4% |
| All | -42.3% | -69.7% | +27.4% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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