-37.3%
MSTR vs RGTI
-49.8%
+12.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.9% | +4.4% | -0.3% |
| 7D | -13.4% | -18.1% | +4.7% | -8.5% |
| 30D | -22.1% | -17.6% | -4.4% | -17.8% |
| 3M | +15.0% | -48.3% | +63.3% | +37.2% |
| 6M | -37.3% | -47.8% | +10.5% | -27.0% |
| All | -37.3% | -49.8% | +12.5% | -27.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling