-49.3%
MSTR vs RSP
+19.2%
-68.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.5% |
| 7D | -10.7% | +0.7% | -11.5% | -12.1% |
| 30D | -21.6% | +3.7% | -25.2% | -28.2% |
| 3M | +24.4% | +0.7% | +23.7% | +23.1% |
| 6M | -35.5% | +9.0% | -44.5% | -47.7% |
| YTD | -20.3% | +16.7% | -37.0% | -41.1% |
| 1Y | -49.3% | +19.0% | -68.3% | -63.2% |
| All | -49.3% | +19.2% | -68.5% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 1y: compounded portfolio wealth divided by compounded RSP 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…
1y analysis · Full analysis span regression · 6 months rolling