+308.9%
MSTR vs RSP
+53.0%
+255.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.3% |
| 7D | +12.2% | -0.8% | +12.9% | +14.4% |
| 30D | +45.2% | -0.3% | +45.5% | +46.7% |
| 3M | +10.4% | +4.3% | +6.1% | +0.7% |
| 6M | -2.5% | +8.8% | -11.3% | -18.8% |
| YTD | -6.0% | +15.3% | -21.3% | -30.4% |
| 1Y | -56.4% | +18.3% | -74.7% | -69.3% |
| All | +308.9% | +53.0% | +255.8% | +99.0% |
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