+1,281.9%
MSTR vs UAL
+239.3%
+1,042.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.6% | -4.7% | -8.3% |
| 7D | -8.7% | +5.0% | -13.7% | -9.6% |
| 30D | -21.4% | -1.2% | -20.2% | -21.1% |
| 3M | +31.4% | -16.8% | +48.2% | +36.8% |
| 6M | -30.8% | +18.0% | -48.8% | -33.7% |
| YTD | -14.9% | -1.2% | -13.7% | -15.6% |
| 1Y | -49.3% | +14.3% | -63.6% | -51.2% |
| 3Y | +184.8% | +194.6% | -9.7% | +127.6% |
| 5Y | +62.1% | +109.6% | -47.5% | +39.5% |
| 10Y | +580.0% | +93.1% | +486.9% | +453.8% |
| All | +1,281.9% | +239.3% | +1,042.5% | +757.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling