-30.8%
MSTR vs U
+74.3%
-105.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +14.9% | -24.2% | -14.0% |
| 7D | -8.7% | +24.3% | -33.0% | -16.3% |
| 30D | -21.4% | +8.6% | -30.0% | -23.9% |
| 3M | +31.4% | +37.6% | -6.1% | +13.8% |
| 6M | -30.8% | +78.5% | -109.3% | -47.4% |
| All | -30.8% | +74.3% | -105.2% | -47.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling