+118.9%
MSTR vs RGTI
+54.2%
+64.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.1% | +1.7% |
| 7D | -8.3% | +0.5% | -8.7% | -8.4% |
| 30D | +38.1% | -17.1% | +55.2% | +43.0% |
| 3M | +9.0% | -26.0% | +35.0% | +15.1% |
| 6M | -5.3% | -9.9% | +4.5% | -5.8% |
| YTD | -13.8% | -31.1% | +17.3% | -9.6% |
| 1Y | -59.8% | -8.5% | -51.3% | -61.2% |
| 3Y | +282.2% | +652.2% | -370.0% | +69.1% |
| 5Y | +112.8% | +56.8% | +56.0% | +76.8% |
| All | +118.9% | +54.2% | +64.7% | +58.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling