-42.3%
MSTR vs U
+17.5%
-59.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.9% | +0.2% | +3.6% |
| 7D | -1.8% | +7.5% | -9.3% | -3.8% |
| 30D | -13.3% | -7.0% | -6.3% | -11.4% |
| 3M | +46.0% | +20.6% | +25.4% | +38.0% |
| 6M | -22.4% | +53.2% | -75.6% | -31.4% |
| YTD | -6.2% | -3.9% | -2.3% | -15.9% |
| 1Y | -42.3% | +18.4% | -60.7% | -52.0% |
| All | -42.3% | +17.5% | -59.8% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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