+308.9%
MSTR vs RCAT
+762.9%
-454.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -1.1% |
| 7D | +12.2% | -1.4% | +13.6% | +12.5% |
| 30D | +45.2% | -3.3% | +48.5% | +45.3% |
| 3M | +10.4% | -43.2% | +53.6% | +19.4% |
| 6M | -2.5% | -43.2% | +40.7% | +3.1% |
| YTD | -6.0% | +5.5% | -11.6% | -9.8% |
| 1Y | -56.4% | -1.6% | -54.8% | -58.4% |
| All | +308.9% | +762.9% | -454.0% | +238.9% |
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