-46.0%
MSTR vs U
+24.1%
-70.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.5% | -5.8% | -1.8% |
| 7D | -1.2% | +36.6% | -37.8% | -10.3% |
| 30D | -15.9% | +13.3% | -29.2% | -19.2% |
| 3M | +33.1% | +26.2% | +7.0% | +23.7% |
| 6M | -31.0% | +88.7% | -119.7% | -42.8% |
| YTD | -15.1% | +16.6% | -31.7% | -30.7% |
| All | -46.0% | +24.1% | -70.2% | -56.4% |
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