-45.6%
MSTR vs UAL
+18.2%
-63.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -1.1% |
| 7D | -1.2% | +8.2% | -9.4% | -4.3% |
| 30D | -15.9% | +2.3% | -18.3% | -16.8% |
| 3M | +33.1% | -12.7% | +45.8% | +39.1% |
| 6M | -31.0% | +12.7% | -43.7% | -36.3% |
| YTD | -15.1% | +0.8% | -16.0% | -20.2% |
| 1Y | -45.6% | +17.8% | -63.4% | -54.6% |
| All | -45.6% | +18.2% | -63.9% | -54.6% |
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