-49.1%
MSTR vs UAL
+16.4%
-65.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -6.0% | -0.5% | -3.9% |
| 7D | -11.5% | +0.7% | -12.2% | -11.9% |
| 30D | -24.8% | +7.8% | -32.6% | -27.2% |
| 3M | +20.6% | -11.1% | +31.7% | +25.3% |
| 6M | -38.0% | +16.1% | -54.0% | -43.8% |
| YTD | -24.7% | -0.5% | -24.2% | -28.9% |
| 1Y | -49.1% | +11.3% | -60.3% | -56.7% |
| All | -49.1% | +16.4% | -65.5% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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