-56.4%
MSTR vs RTX
+28.8%
-85.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.3% |
| 7D | +12.2% | -5.2% | +17.3% | +13.3% |
| 30D | +45.2% | -9.4% | +54.5% | +47.6% |
| 3M | +10.4% | +12.3% | -1.9% | +3.3% |
| 6M | -2.5% | -3.1% | +0.6% | -1.3% |
| YTD | -6.0% | +10.7% | -16.7% | -11.1% |
| 1Y | -56.4% | +28.4% | -84.8% | -60.4% |
| All | -56.4% | +28.8% | -85.2% | -60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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