+1,120.6%
MSTR vs RVTY
+1,252.1%
-131.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.1% | -1.7% |
| 7D | -1.2% | -1.2% | 0.0% | -0.7% |
| 30D | -15.9% | +1.0% | -17.0% | -16.2% |
| 3M | +33.1% | +35.8% | -2.7% | +14.1% |
| 6M | -31.0% | +56.7% | -87.7% | -45.9% |
| YTD | -15.1% | +60.7% | -75.9% | -34.2% |
| 1Y | -45.6% | +73.7% | -119.3% | -59.6% |
| 3Y | +180.5% | +82.8% | +97.7% | +100.5% |
| 5Y | +61.7% | -7.0% | +68.7% | +62.7% |
| 10Y | +578.0% | +212.3% | +365.7% | +276.5% |
| All | +1,120.6% | +1,252.1% | -131.4% | +274.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling