+107.1%
MSTR vs RGTI
+58.3%
+48.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.6% | +0.8% | -2.1% |
| 7D | +7.7% | +2.5% | +5.2% | +7.2% |
| 30D | +36.3% | -13.7% | +50.0% | +40.0% |
| 3M | +13.4% | -22.6% | +36.0% | +18.7% |
| 6M | -4.5% | -13.4% | +8.9% | -4.2% |
| YTD | -12.7% | -31.2% | +18.5% | -8.4% |
| 1Y | -59.6% | -7.6% | -52.0% | -61.1% |
| 3Y | +272.5% | +669.7% | -397.2% | +63.4% |
| 5Y | +107.1% | +57.0% | +50.1% | +60.5% |
| All | +107.1% | +58.3% | +48.9% | +60.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling