-42.3%
MSTR vs RDW
+9.7%
-51.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.9% | +10.0% | +6.3% |
| 7D | -1.8% | -14.3% | +12.5% | +1.9% |
| 30D | -13.3% | -26.0% | +12.7% | -6.7% |
| 3M | +46.0% | -27.4% | +73.3% | +55.3% |
| 6M | -22.4% | -10.6% | -11.8% | -27.0% |
| YTD | -6.2% | +1.6% | -7.8% | -19.7% |
| 1Y | -42.3% | +11.1% | -53.4% | -52.3% |
| All | -42.3% | +9.7% | -51.9% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 1y: compounded portfolio wealth divided by compounded RDW 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…
1y analysis · Full analysis span regression · 6 months rolling