+4,397.4%
MSTR vs RSP
+1,132.2%
+3,265.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.9% | -6.4% | -5.9% |
| 7D | -8.7% | -1.4% | -7.3% | -6.8% |
| 30D | -21.4% | +2.1% | -23.6% | -23.0% |
| 3M | +31.4% | -0.9% | +32.4% | +34.0% |
| 6M | -30.8% | +7.5% | -38.3% | -35.7% |
| YTD | -14.9% | +14.6% | -29.5% | -25.5% |
| 1Y | -49.3% | +17.6% | -66.9% | -57.0% |
| 3Y | +184.8% | +60.8% | +124.0% | +80.9% |
| 5Y | +62.1% | +46.1% | +16.0% | +28.8% |
| 10Y | +580.0% | +221.4% | +358.6% | +150.8% |
| All | +4,397.4% | +1,132.2% | +3,265.2% | +207.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling