+880.3%
MSTR vs UBER
+74.1%
+806.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.5% | -0.9% | -2.6% |
| 7D | +9.3% | -2.8% | +12.1% | +10.9% |
| 30D | +36.5% | -2.5% | +39.0% | +37.8% |
| 3M | +7.3% | +4.4% | +2.9% | +3.5% |
| 6M | +2.2% | -2.7% | +4.9% | +1.7% |
| YTD | -10.2% | -10.5% | +0.3% | -7.3% |
| 1Y | -58.6% | -22.5% | -36.1% | -53.9% |
| 3Y | +283.2% | +54.8% | +228.4% | +191.8% |
| 5Y | +113.8% | +82.5% | +31.3% | +42.4% |
| All | +880.3% | +74.1% | +806.2% | +468.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling