-47.1%
MSTR vs RSP
+19.8%
-66.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | -0.9% |
| 7D | -14.2% | -0.3% | -13.9% | -13.2% |
| 30D | -19.9% | +4.4% | -24.3% | -28.1% |
| 3M | +27.3% | +1.3% | +26.1% | +24.1% |
| 6M | -37.6% | +10.0% | -47.5% | -50.6% |
| YTD | -19.5% | +17.6% | -37.1% | -41.9% |
| 1Y | -47.1% | +19.2% | -66.3% | -62.3% |
| All | -47.1% | +19.8% | -66.9% | -62.3% |
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