+864.4%
MSTR vs RVMD
+644.5%
+219.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +12.2% | +1.0% | +11.1% | +11.8% |
| 30D | +45.2% | +6.4% | +38.7% | +42.3% |
| 3M | +10.4% | +34.9% | -24.5% | +0.2% |
| 6M | -2.5% | +107.6% | -110.0% | -25.4% |
| YTD | -6.0% | +163.7% | -169.7% | -35.5% |
| 1Y | -56.4% | +439.2% | -495.6% | -77.0% |
| 3Y | +306.3% | +499.2% | -192.9% | +94.6% |
| 5Y | +100.5% | +621.7% | -521.2% | -19.5% |
| All | +864.4% | +644.5% | +219.9% | +258.5% |
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