+142.3%
MSTR vs RCAT
+387.5%
-245.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | +0.7% |
| 7D | -14.2% | +7.2% | -21.4% | -15.5% |
| 30D | -19.9% | -20.4% | +0.5% | -17.3% |
| 3M | +27.3% | -59.8% | +87.1% | +45.9% |
| 6M | -37.6% | -61.9% | +24.3% | -29.0% |
| YTD | -19.5% | -45.9% | +26.4% | -14.8% |
| 1Y | -47.1% | -50.5% | +3.4% | -43.6% |
| All | +142.3% | +387.5% | -245.2% | +124.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling