+526.8%
MSTR vs TRGP
+762.8%
-236.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.8% | -6.4% | -4.4% |
| 7D | -10.7% | -5.8% | -5.0% | -9.3% |
| 30D | -21.6% | -1.5% | -20.1% | -21.6% |
| 3M | +24.4% | +6.1% | +18.3% | +21.3% |
| 6M | -35.5% | +14.4% | -49.8% | -39.1% |
| YTD | -20.3% | +55.3% | -75.7% | -31.7% |
| 1Y | -49.3% | +69.1% | -118.4% | -57.7% |
| 3Y | +137.8% | +254.3% | -116.5% | +61.9% |
| 5Y | +48.3% | +471.4% | -423.1% | -8.5% |
| 10Y | +526.8% | +773.0% | -246.2% | +191.2% |
| All | +526.8% | +762.8% | -236.0% | +191.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling