+796.2%
MSTR vs RVMD
+636.2%
+160.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.9% |
| 7D | +7.7% | -0.7% | +8.5% | +8.0% |
| 30D | +36.3% | +0.3% | +36.0% | +36.2% |
| 3M | +13.4% | +38.9% | -25.5% | +2.0% |
| 6M | -4.5% | +108.1% | -112.6% | -27.0% |
| YTD | -12.7% | +160.7% | -173.4% | -39.9% |
| 1Y | -59.6% | +407.3% | -466.9% | -78.3% |
| 3Y | +272.5% | +546.6% | -274.1% | +73.5% |
| 5Y | +107.1% | +579.8% | -472.7% | -15.7% |
| All | +796.2% | +636.2% | +160.0% | +234.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling