+287.2%
MSTR vs AUR
+86.2%
+201.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.8% |
| 7D | +7.7% | +11.1% | -3.4% | +4.7% |
| 30D | +36.3% | -6.9% | +43.2% | +38.6% |
| 3M | +13.4% | +5.5% | +7.9% | +10.9% |
| 6M | -4.5% | +41.0% | -45.5% | -15.1% |
| YTD | -12.7% | +69.3% | -81.9% | -26.0% |
| 1Y | -59.6% | +14.0% | -73.6% | -62.3% |
| All | +287.2% | +86.2% | +201.0% | +202.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling