-42.3%
MSTR vs AUR
-17.4%
-24.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.4% | +9.5% | +7.1% |
| 7D | -1.8% | -19.8% | +18.0% | +7.8% |
| 30D | -13.3% | -29.0% | +15.7% | +0.6% |
| 3M | +46.0% | -43.6% | +89.5% | +85.6% |
| 6M | -22.4% | -36.6% | +14.2% | -10.5% |
| YTD | -6.2% | +6.3% | -12.4% | -25.3% |
| 1Y | -42.3% | -9.0% | -33.3% | -50.0% |
| All | -42.3% | -17.4% | -24.9% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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