+121.1%
MSTR vs RSP
+65.5%
+55.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.9% |
| 7D | -13.4% | +2.4% | -15.8% | -18.3% |
| 30D | -22.1% | +4.3% | -26.4% | -29.3% |
| 3M | +15.0% | -0.3% | +15.3% | +16.9% |
| 6M | -37.3% | +9.8% | -47.1% | -49.3% |
| YTD | -26.5% | +16.8% | -43.4% | -47.5% |
| 1Y | -46.5% | +19.5% | -66.0% | -63.8% |
| 3Y | +121.1% | +65.1% | +55.9% | +11.4% |
| All | +121.1% | +65.5% | +55.6% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling