+49.5%
MSTR vs RBA
+47.4%
+2.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.3% |
| 7D | -14.2% | +0.6% | -14.8% | -14.5% |
| 30D | -19.9% | +9.0% | -28.8% | -24.1% |
| 3M | +27.3% | +7.2% | +20.2% | +21.2% |
| 6M | -37.6% | -7.8% | -29.8% | -36.7% |
| YTD | -19.5% | -6.4% | -13.1% | -19.8% |
| 1Y | -47.1% | -4.2% | -42.9% | -48.3% |
| 3Y | +140.3% | +64.1% | +76.2% | +67.0% |
| 5Y | +49.5% | +48.4% | +1.1% | -0.5% |
| All | +49.5% | +47.4% | +2.2% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling