+1,518.7%
MSTR vs TRGP
+2,231.3%
-712.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.1% |
| 7D | +12.2% | +0.8% | +11.4% | +12.0% |
| 30D | +45.2% | +11.5% | +33.7% | +40.5% |
| 3M | +10.4% | +9.0% | +1.4% | +6.8% |
| 6M | -2.5% | +20.5% | -23.0% | -8.5% |
| YTD | -6.0% | +59.5% | -65.6% | -18.2% |
| 1Y | -56.4% | +77.9% | -134.3% | -63.3% |
| 3Y | +306.3% | +253.6% | +52.7% | +189.3% |
| 5Y | +100.5% | +615.5% | -515.0% | +24.7% |
| 10Y | +741.1% | +897.1% | -156.0% | +307.2% |
| All | +1,518.7% | +2,231.3% | -712.6% | +323.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling