+113.8%
MSTR vs RRX
+19.7%
+94.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -4.9% | -4.7% |
| 7D | +9.3% | +4.3% | +5.0% | +6.5% |
| 30D | +36.5% | -8.0% | +44.5% | +43.4% |
| 3M | +7.3% | -22.0% | +29.3% | +19.7% |
| 6M | +2.2% | -11.9% | +14.1% | +1.9% |
| YTD | -10.2% | +17.1% | -27.3% | -31.0% |
| 1Y | -58.6% | +14.9% | -73.5% | -68.3% |
| 3Y | +283.2% | +6.9% | +276.3% | +204.4% |
| 5Y | +113.8% | +19.6% | +94.2% | +54.0% |
| All | +113.8% | +19.7% | +94.1% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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