-47.7%
MSTR vs U
+18.8%
-66.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.1% | -1.5% | -3.0% |
| 7D | -10.7% | +24.4% | -35.1% | -16.6% |
| 30D | -21.6% | +7.4% | -28.9% | -23.5% |
| 3M | +24.4% | +16.8% | +7.6% | +18.1% |
| 6M | -35.5% | +78.8% | -114.2% | -45.7% |
| YTD | -20.3% | +14.0% | -34.3% | -34.7% |
| All | -47.7% | +18.8% | -66.4% | -58.2% |
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