+1,058.3%
MSTR vs RRX
+879.2%
+179.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.5% | +0.3% |
| 7D | -14.2% | +5.4% | -19.5% | -16.6% |
| 30D | -19.9% | +12.0% | -31.9% | -24.8% |
| 3M | +27.3% | +6.1% | +21.2% | +22.3% |
| 6M | -37.6% | -13.2% | -24.3% | -35.8% |
| YTD | -19.5% | +31.0% | -50.4% | -35.8% |
| 1Y | -47.1% | +38.8% | -85.9% | -59.5% |
| 3Y | +140.3% | +70.3% | +70.0% | +65.8% |
| 5Y | +49.5% | +15.5% | +34.0% | +27.3% |
| 10Y | +521.9% | +213.7% | +308.2% | +205.2% |
| All | +1,058.3% | +879.2% | +179.1% | +117.8% |
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