+717.7%
MSTR vs RVMD
+584.4%
+133.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.5% | -0.1% | -2.5% |
| 7D | -10.7% | -0.6% | -10.1% | -10.6% |
| 30D | -21.6% | +1.7% | -23.3% | -22.1% |
| 3M | +24.4% | -6.7% | +31.1% | +26.7% |
| 6M | -35.5% | +36.1% | -71.6% | -41.9% |
| YTD | -20.3% | +142.4% | -162.7% | -44.1% |
| 1Y | -49.3% | +207.8% | -257.1% | -67.4% |
| 3Y | +137.8% | +879.5% | -741.7% | +2.5% |
| 5Y | +48.3% | +509.0% | -460.7% | -37.9% |
| All | +717.7% | +584.4% | +133.3% | +211.0% |
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 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