+699.8%
MSTR vs TRGP
+836.3%
-136.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.5% | -5.9% | -4.8% |
| 7D | +9.3% | -0.6% | +9.9% | +9.5% |
| 30D | +36.5% | +14.6% | +21.9% | +30.8% |
| 3M | +7.3% | +11.9% | -4.6% | +2.7% |
| 6M | +2.2% | +25.3% | -23.0% | -5.9% |
| YTD | -10.2% | +61.9% | -72.0% | -23.3% |
| 1Y | -58.6% | +87.3% | -145.9% | -66.4% |
| 3Y | +283.2% | +268.0% | +15.2% | +160.6% |
| 5Y | +113.8% | +638.2% | -524.4% | +26.9% |
| All | +699.8% | +836.3% | -136.5% | +291.4% |
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