+1,252.0%
MSTR vs RMD
+12,064.7%
-10,812.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +12.2% | -5.0% | +17.2% | +14.2% |
| 30D | +45.2% | +2.2% | +42.9% | +43.9% |
| 3M | +10.4% | +17.8% | -7.5% | +3.6% |
| 6M | -2.5% | -11.3% | +8.8% | +0.7% |
| YTD | -6.0% | -4.4% | -1.6% | -5.5% |
| 1Y | -56.4% | -15.7% | -40.7% | -54.3% |
| 3Y | +306.3% | +47.7% | +258.5% | +245.5% |
| 5Y | +100.5% | -19.2% | +119.7% | +111.4% |
| 10Y | +741.1% | +280.4% | +460.7% | +420.8% |
| All | +1,252.0% | +12,064.7% | -10,812.8% | +115.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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