+86.6%
MSTR vs RGTI
-2.8%
+89.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.9% | +4.4% | -1.1% |
| 7D | -13.4% | -18.1% | +4.7% | -10.1% |
| 30D | -22.1% | -17.6% | -4.4% | -19.4% |
| 3M | +15.0% | -48.3% | +63.3% | +30.1% |
| 6M | -37.3% | -47.8% | +10.5% | -30.6% |
| YTD | -26.5% | -56.6% | +30.0% | -16.0% |
| 1Y | -46.5% | -61.8% | +15.3% | -37.7% |
| 3Y | +121.1% | +807.5% | -686.5% | -6.1% |
| 5Y | +37.5% | -8.8% | +46.3% | +5.3% |
| All | +86.6% | -2.8% | +89.4% | +47.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling