+113.8%
MSTR vs RVMD
+570.7%
-456.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -3.9% |
| 7D | +9.3% | -1.2% | +10.5% | +9.9% |
| 30D | +36.5% | +1.1% | +35.4% | +35.9% |
| 3M | +7.3% | +39.6% | -32.3% | -5.7% |
| 6M | +2.2% | +110.7% | -108.5% | -26.6% |
| YTD | -10.2% | +160.3% | -170.4% | -43.2% |
| 1Y | -58.6% | +404.9% | -463.5% | -80.9% |
| 3Y | +283.2% | +545.5% | -262.3% | +45.0% |
| 5Y | +113.8% | +584.7% | -470.9% | -38.1% |
| All | +113.8% | +570.7% | -456.9% | -38.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling