-42.3%
MSTR vs RTX
+14.1%
-56.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.6% | +7.7% | +5.2% |
| 7D | -1.8% | +1.3% | -3.1% | -1.9% |
| 30D | -13.3% | +7.6% | -21.0% | -14.0% |
| 3M | +46.0% | -8.6% | +54.6% | +47.8% |
| 6M | -22.4% | +15.6% | -38.1% | -28.9% |
| YTD | -6.2% | +9.4% | -15.6% | -12.2% |
| 1Y | -42.3% | +14.7% | -57.0% | -48.1% |
| All | -42.3% | +14.1% | -56.3% | -48.1% |
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