+49.9%
MSTR vs RTX
+131.1%
-81.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.4% |
| 7D | -1.2% | -5.1% | +3.9% | +1.7% |
| 30D | -15.9% | +5.1% | -21.1% | -18.9% |
| 3M | +33.1% | -14.8% | +47.9% | +44.3% |
| 6M | -31.0% | +8.0% | -39.0% | -36.4% |
| YTD | -15.1% | +4.5% | -19.6% | -20.4% |
| 1Y | -45.6% | +9.8% | -55.5% | -50.7% |
| 3Y | +180.5% | +144.2% | +36.3% | +20.6% |
| All | +49.9% | +131.1% | -81.2% | -33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling