-31.0%
MSTR vs RRC
+17.8%
-48.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | -1.2% |
| 7D | -1.2% | -10.8% | +9.6% | -5.1% |
| 30D | -15.9% | +22.3% | -38.3% | -7.0% |
| 3M | +33.1% | +26.6% | +6.5% | +50.6% |
| 6M | -31.0% | +18.9% | -49.9% | -22.7% |
| All | -31.0% | +17.8% | -48.8% | -22.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling