+138.7%
MSTR vs RGTI
+53.5%
+85.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | +12.2% | -2.5% | +14.7% | +12.8% |
| 30D | +45.2% | -9.4% | +54.6% | +47.7% |
| 3M | +10.4% | -37.1% | +47.5% | +20.3% |
| 6M | -2.5% | -14.4% | +11.9% | -1.9% |
| YTD | -6.0% | -31.4% | +25.4% | -1.3% |
| 1Y | -56.4% | +0.5% | -56.9% | -58.6% |
| 3Y | +306.3% | +726.1% | -419.8% | +75.5% |
| 5Y | +100.5% | +56.2% | +44.3% | +66.9% |
| All | +138.7% | +53.5% | +85.2% | +73.1% |
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