+40.9%
MSTR vs UAL
+116.7%
-75.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -6.0% | -0.5% | -2.6% |
| 7D | -11.5% | +0.7% | -12.2% | -12.2% |
| 30D | -24.8% | +7.8% | -32.6% | -28.5% |
| 3M | +20.6% | -11.1% | +31.7% | +29.2% |
| 6M | -38.0% | +16.1% | -54.0% | -46.0% |
| YTD | -24.7% | -0.5% | -24.2% | -29.2% |
| 1Y | -49.1% | +11.3% | -60.3% | -55.8% |
| 3Y | +124.7% | +192.8% | -68.1% | -13.8% |
| 5Y | +40.9% | +123.3% | -82.3% | -39.7% |
| All | +40.9% | +116.7% | -75.7% | -39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling