+40.4%
MSTR vs RTX
+146.7%
-106.3%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.5% |
| 7D | -13.4% | +4.8% | -18.2% | -15.7% |
| 30D | -22.1% | +6.5% | -28.6% | -25.2% |
| 3M | +15.0% | -9.6% | +24.6% | +20.4% |
| 6M | -37.3% | +12.3% | -49.6% | -43.4% |
| YTD | -26.5% | +9.5% | -36.0% | -32.8% |
| 1Y | -46.5% | +15.8% | -62.3% | -53.0% |
| 3Y | +121.1% | +157.0% | -35.9% | -7.8% |
| All | +40.4% | +146.7% | -106.3% | -39.1% |
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 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