-56.4%
MSTR vs RIG
+97.6%
-154.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.4% | -0.6% |
| 7D | +12.2% | +0.9% | +11.3% | +11.4% |
| 30D | +45.2% | +13.8% | +31.4% | +38.3% |
| 3M | +10.4% | -6.4% | +16.8% | +12.3% |
| 6M | -2.5% | -8.2% | +5.7% | -3.1% |
| YTD | -6.0% | +41.6% | -47.7% | -22.4% |
| 1Y | -56.4% | +88.7% | -145.1% | -67.4% |
| All | -56.4% | +97.6% | -154.0% | -67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 1y: compounded portfolio wealth divided by compounded RIG 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…
1y analysis · Full analysis span regression · 6 months rolling