+120.4%
MSTR vs RBA
+45.3%
+75.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.6% |
| 7D | +12.2% | -2.9% | +15.1% | +14.1% |
| 30D | +45.2% | -12.3% | +57.5% | +56.2% |
| 3M | +10.4% | -20.5% | +30.9% | +22.6% |
| 6M | -2.5% | -18.5% | +16.1% | +6.4% |
| YTD | -6.0% | -18.2% | +12.2% | +1.8% |
| 1Y | -56.4% | -27.5% | -28.9% | -49.0% |
| 3Y | +306.3% | +38.1% | +268.2% | +218.5% |
| All | +120.4% | +45.3% | +75.1% | +47.2% |
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