+1,124.1%
MSTR vs RBA
+3,205.4%
-2,081.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.3% | -9.0% | -9.2% |
| 7D | -8.7% | +7.3% | -16.0% | -10.8% |
| 30D | -21.4% | +16.9% | -38.4% | -25.5% |
| 3M | +31.4% | -0.5% | +31.9% | +31.1% |
| 6M | -30.8% | -10.4% | -20.4% | -29.3% |
| YTD | -14.9% | -7.2% | -7.7% | -14.2% |
| 1Y | -49.3% | -2.2% | -47.0% | -49.8% |
| 3Y | +184.8% | +43.7% | +141.1% | +151.0% |
| 5Y | +62.1% | +38.7% | +23.5% | +43.4% |
| 10Y | +580.0% | +231.7% | +348.2% | +364.1% |
| All | +1,124.1% | +3,205.4% | -2,081.3% | +384.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling