+113.8%
MSTR vs RRC
+153.5%
-39.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.3% |
| 7D | +9.3% | -1.2% | +10.5% | +9.8% |
| 30D | +36.5% | +9.4% | +27.1% | +31.4% |
| 3M | +7.3% | +7.4% | -0.1% | +3.2% |
| 6M | +2.2% | +1.5% | +0.8% | 0.0% |
| YTD | -10.2% | +19.4% | -29.5% | -18.0% |
| 1Y | -58.6% | +24.2% | -82.8% | -63.1% |
| 3Y | +283.2% | +32.8% | +250.4% | +230.4% |
| 5Y | +113.8% | +152.9% | -39.1% | +53.2% |
| All | +113.8% | +153.5% | -39.7% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 5y: compounded portfolio wealth divided by compounded RRC 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…
5y analysis · Full analysis span regression · 6 months rolling