-56.4%
MSTR vs TPG
-6.0%
-50.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -0.7% |
| 7D | +12.2% | -2.4% | +14.6% | +14.1% |
| 30D | +45.2% | +11.1% | +34.1% | +36.4% |
| 3M | +10.4% | +26.3% | -15.9% | -4.8% |
| 6M | -2.5% | +18.3% | -20.8% | -11.8% |
| YTD | -6.0% | -14.4% | +8.4% | -0.8% |
| 1Y | -56.4% | -6.7% | -49.7% | -54.6% |
| All | -56.4% | -6.0% | -50.4% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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