-49.3%
MSTR vs TRGP
+65.2%
-114.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.8% | -6.4% | -2.9% |
| 7D | -10.7% | -5.8% | -5.0% | -12.1% |
| 30D | -21.6% | -1.5% | -20.1% | -21.5% |
| 3M | +24.4% | +6.1% | +18.3% | +26.9% |
| 6M | -35.5% | +14.4% | -49.8% | -35.0% |
| YTD | -20.3% | +55.3% | -75.7% | -29.8% |
| 1Y | -49.3% | +69.1% | -118.4% | -54.8% |
| All | -49.3% | +65.2% | -114.6% | -54.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling