-42.3%
MSTR vs RVTY
+74.0%
-116.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.5% | +7.6% | +6.1% |
| 7D | -1.8% | -3.6% | +1.8% | -0.3% |
| 30D | -13.3% | +1.4% | -14.7% | -13.8% |
| 3M | +46.0% | +43.2% | +2.8% | +24.2% |
| 6M | -22.4% | +84.5% | -106.9% | -44.8% |
| YTD | -6.2% | +65.2% | -71.4% | -26.1% |
| 1Y | -42.3% | +74.3% | -116.6% | -56.0% |
| All | -42.3% | +74.0% | -116.3% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 1y: compounded portfolio wealth divided by compounded RVTY 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…
1y analysis · Full analysis span regression · 6 months rolling