-42.3%
MSTR vs UBER
-24.0%
-18.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.9% | +0.2% | +3.6% |
| 7D | -1.8% | +7.0% | -8.9% | -3.8% |
| 30D | -13.3% | +0.6% | -13.9% | -13.4% |
| 3M | +46.0% | -2.9% | +48.9% | +46.6% |
| 6M | -22.4% | -5.5% | -17.0% | -21.5% |
| YTD | -6.2% | -14.5% | +8.3% | -1.2% |
| 1Y | -42.3% | -26.2% | -16.1% | -33.5% |
| All | -42.3% | -24.0% | -18.3% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER 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 UBER 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