-46.5%
MSTR vs AUR
+0.7%
-47.2%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.2% | +0.8% | -1.0% |
| 7D | -13.4% | -4.5% | -8.9% | -11.7% |
| 30D | -22.1% | -16.6% | -5.4% | -16.1% |
| 3M | +15.0% | -38.5% | +53.4% | +39.8% |
| 6M | -37.3% | -49.9% | +12.6% | -17.5% |
| YTD | -26.5% | +9.6% | -36.2% | -41.6% |
| 1Y | -46.5% | +1.2% | -47.7% | -55.7% |
| All | -46.5% | +0.7% | -47.2% | -55.7% |
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