+724.6%
MSTR vs RSG
+2,310.7%
-1,586.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.5% | -8.0% | -6.9% |
| 7D | -11.5% | +1.4% | -13.0% | -11.9% |
| 30D | -24.8% | +15.0% | -39.9% | -28.4% |
| 3M | +20.6% | +18.5% | +2.2% | +13.8% |
| 6M | -38.0% | +25.8% | -63.7% | -43.1% |
| YTD | -24.7% | +20.8% | -45.5% | -30.3% |
| 1Y | -49.1% | +24.8% | -73.9% | -53.5% |
| 3Y | +124.7% | +65.9% | +58.8% | +86.5% |
| 5Y | +40.9% | +99.1% | -58.1% | +11.0% |
| 10Y | +481.5% | +452.4% | +29.1% | +235.8% |
| All | +724.6% | +2,310.7% | -1,586.2% | +311.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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