+672.7%
MSTR vs RVMD
+525.1%
+147.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.4% | -4.1% | -5.7% |
| 7D | -11.5% | -0.7% | -10.8% | -11.6% |
| 30D | -24.8% | -6.4% | -18.4% | -23.3% |
| 3M | +20.6% | -14.1% | +34.7% | +26.0% |
| 6M | -38.0% | +21.0% | -59.0% | -42.0% |
| YTD | -24.7% | +121.4% | -146.1% | -45.6% |
| 1Y | -49.1% | +167.9% | -216.9% | -65.7% |
| 3Y | +124.7% | +794.7% | -670.0% | -0.4% |
| 5Y | +40.9% | +437.2% | -396.2% | -38.9% |
| All | +672.7% | +525.1% | +147.5% | +202.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling