+154.2%
MSTR vs RSP
+64.6%
+89.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.3% | -4.9% | -8.0% |
| 7D | -4.0% | +0.4% | -4.4% | -4.9% |
| 30D | -18.6% | +3.7% | -22.3% | -25.2% |
| 3M | +25.6% | +0.8% | +24.8% | +24.3% |
| 6M | -33.1% | +9.1% | -42.1% | -45.0% |
| YTD | -17.3% | +16.7% | -34.1% | -40.8% |
| 1Y | -48.1% | +19.7% | -67.8% | -65.0% |
| 3Y | +154.2% | +66.7% | +87.5% | +22.0% |
| All | +154.2% | +64.6% | +89.6% | +22.0% |
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