-47.4%
MSTR vs U
+24.0%
-71.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | -4.0% | +32.3% | -36.3% | -11.9% |
| 30D | -18.6% | +9.7% | -28.3% | -21.1% |
| 3M | +25.6% | +19.6% | +6.0% | +18.4% |
| 6M | -33.1% | +82.6% | -115.7% | -44.1% |
| YTD | -17.3% | +16.4% | -33.8% | -32.5% |
| All | -47.4% | +24.0% | -71.4% | -57.5% |
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