+121.1%
MSTR vs RVTY
+85.4%
+35.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.8% | -1.5% |
| 7D | -13.4% | -0.5% | -13.0% | -13.3% |
| 30D | -22.1% | +1.5% | -23.6% | -22.6% |
| 3M | +15.0% | +31.5% | -16.5% | -1.5% |
| 6M | -37.3% | +62.7% | -100.0% | -53.6% |
| YTD | -26.5% | +60.0% | -86.5% | -45.1% |
| 1Y | -46.5% | +65.7% | -112.2% | -61.1% |
| 3Y | +121.1% | +85.2% | +35.9% | +54.8% |
| All | +121.1% | +85.4% | +35.7% | +54.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling