+1,252.0%
MSTR vs RRX
+770.9%
+481.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.5% | -1.5% |
| 7D | +12.2% | +3.4% | +8.7% | +10.3% |
| 30D | +45.2% | -11.1% | +56.3% | +53.7% |
| 3M | +10.4% | -23.7% | +34.1% | +22.8% |
| 6M | -2.5% | -22.0% | +19.5% | +5.5% |
| YTD | -6.0% | +16.5% | -22.5% | -19.9% |
| 1Y | -56.4% | +11.5% | -67.9% | -62.3% |
| 3Y | +306.3% | +1.5% | +304.8% | +260.3% |
| 5Y | +100.5% | +18.3% | +82.2% | +70.6% |
| 10Y | +741.1% | +209.8% | +531.3% | +318.3% |
| All | +1,252.0% | +770.9% | +481.1% | +171.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling