+726.3%
MSTR vs RVMD
+540.6%
+185.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.4% | +7.5% | +3.1% |
| 7D | -14.2% | -9.5% | -4.7% | -11.6% |
| 30D | -19.9% | -6.8% | -13.0% | -18.2% |
| 3M | +27.3% | -12.1% | +39.4% | +32.0% |
| 6M | -37.6% | +25.4% | -62.9% | -42.3% |
| YTD | -19.5% | +126.9% | -146.3% | -42.3% |
| 1Y | -47.1% | +182.0% | -229.1% | -65.0% |
| 3Y | +140.3% | +816.8% | -676.5% | +5.7% |
| 5Y | +49.5% | +464.0% | -414.5% | -36.0% |
| All | +726.3% | +540.6% | +185.7% | +220.6% |
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