+690.7%
MSTR vs RTX
+275.7%
+415.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.4% | -3.9% |
| 7D | +9.3% | -3.1% | +12.4% | +11.1% |
| 30D | +36.5% | -10.6% | +47.1% | +43.5% |
| 3M | +7.3% | +11.6% | -4.3% | +0.1% |
| 6M | +2.2% | -4.5% | +6.7% | +3.1% |
| YTD | -10.2% | +9.6% | -19.7% | -15.7% |
| 1Y | -58.6% | +30.8% | -89.4% | -64.7% |
| 3Y | +283.2% | +152.8% | +130.3% | +121.5% |
| 5Y | +113.8% | +167.1% | -53.3% | +24.8% |
| 10Y | +690.7% | +275.2% | +415.6% | +269.0% |
| All | +690.7% | +275.7% | +415.1% | +269.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling