+677.4%
MSTR vs TRGP
+827.0%
-149.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.5% |
| 7D | +7.7% | -0.7% | +8.4% | +7.9% |
| 30D | +36.3% | +9.5% | +26.9% | +32.4% |
| 3M | +13.4% | +10.8% | +2.6% | +8.8% |
| 6M | -4.5% | +25.3% | -29.8% | -12.1% |
| YTD | -12.7% | +60.3% | -72.9% | -25.3% |
| 1Y | -59.6% | +84.6% | -144.2% | -67.0% |
| 3Y | +272.5% | +264.4% | +8.1% | +154.0% |
| 5Y | +107.1% | +636.6% | -529.4% | +23.1% |
| 10Y | +677.4% | +848.9% | -171.5% | +281.5% |
| All | +677.4% | +827.0% | -149.6% | +281.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded TRGP 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling