+554.5%
MSTR vs RCAT
-99.6%
+654.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +11.4% | -14.0% | -2.8% |
| 7D | -4.0% | +1.1% | -5.1% | -4.0% |
| 30D | -18.6% | -22.0% | +3.4% | -18.3% |
| 3M | +25.6% | -51.1% | +76.7% | +27.3% |
| 6M | -33.1% | -56.6% | +23.6% | -32.1% |
| YTD | -17.3% | -43.3% | +25.9% | -16.7% |
| 1Y | -48.1% | -51.5% | +3.4% | -47.6% |
| 3Y | +154.2% | +411.4% | -257.2% | +145.6% |
| 5Y | +46.2% | +74.4% | -28.2% | +42.3% |
| 10Y | +554.5% | -99.6% | +654.1% | +538.2% |
| All | +554.5% | -99.6% | +654.1% | +538.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling