+40.9%
MSTR vs RVTY
-11.6%
+52.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.8% | -5.7% | -6.0% |
| 7D | -11.5% | +4.1% | -15.6% | -14.0% |
| 30D | -24.8% | +1.3% | -26.1% | -25.4% |
| 3M | +20.6% | +33.3% | -12.6% | -1.5% |
| 6M | -38.0% | +58.3% | -96.3% | -56.3% |
| YTD | -24.7% | +62.7% | -87.4% | -48.3% |
| 1Y | -49.1% | +67.2% | -116.3% | -66.0% |
| 3Y | +124.7% | +87.3% | +37.4% | +27.6% |
| 5Y | +40.9% | -13.4% | +54.4% | +46.5% |
| All | +40.9% | -11.6% | +52.5% | +46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling