+3,293.7%
MSTR vs RCAT
-100.0%
+3,393.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -14.9% | +5.6% | -9.2% |
| 7D | -8.7% | -32.6% | +23.9% | -8.5% |
| 30D | -21.4% | -46.3% | +24.9% | -21.2% |
| 3M | +31.4% | -60.7% | +92.1% | +32.1% |
| 6M | -30.8% | -67.4% | +36.5% | -30.4% |
| YTD | -14.9% | -57.1% | +42.2% | -14.6% |
| 1Y | -49.3% | -63.8% | +14.5% | -49.1% |
| 3Y | +184.8% | +268.1% | -83.3% | +182.7% |
| 5Y | +62.1% | +25.2% | +36.9% | +61.2% |
| 10Y | +580.0% | -99.7% | +679.6% | +566.1% |
| All | +3,293.7% | -100.0% | +3,393.7% | +2,345.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling