-45.6%
MSTR vs RBA
-3.3%
-42.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | -1.2% | +4.3% | -5.5% | -2.1% |
| 30D | -15.9% | +16.3% | -32.3% | -18.8% |
| 3M | +33.1% | +1.3% | +31.8% | +32.9% |
| 6M | -31.0% | -11.1% | -19.9% | -31.0% |
| YTD | -15.1% | -8.5% | -6.7% | -14.7% |
| 1Y | -45.6% | -2.1% | -43.5% | -45.5% |
| All | -45.6% | -3.3% | -42.4% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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