+180.5%
MSTR vs RCAT
+339.1%
-158.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +18.6% | -18.9% | -3.3% |
| 7D | -1.2% | -12.7% | +11.5% | +0.5% |
| 30D | -15.9% | -34.3% | +18.4% | -10.5% |
| 3M | +33.1% | -53.4% | +86.5% | +48.8% |
| 6M | -31.0% | -62.0% | +31.0% | -21.4% |
| YTD | -15.1% | -49.1% | +33.9% | -9.2% |
| 1Y | -45.6% | -53.1% | +7.5% | -41.5% |
| 3Y | +180.5% | +318.7% | -138.1% | +158.0% |
| All | +180.5% | +339.1% | -158.6% | +158.0% |
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