-42.3%
MSTR vs RVMD
+244.4%
-286.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.8% | +2.3% | +4.7% |
| 7D | -1.8% | +5.8% | -7.6% | -2.6% |
| 30D | -13.3% | -3.8% | -9.5% | -13.0% |
| 3M | +46.0% | +3.2% | +42.7% | +45.2% |
| 6M | -22.4% | +35.0% | -57.5% | -24.9% |
| YTD | -6.2% | +150.7% | -156.9% | -15.6% |
| 1Y | -42.3% | +241.0% | -283.2% | -53.0% |
| All | -42.3% | +244.4% | -286.7% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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