+721.6%
MSTR vs UBER
+64.6%
+657.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.2% | -4.3% | -5.3% |
| 7D | -11.5% | +0.5% | -12.0% | -11.8% |
| 30D | -24.8% | -3.1% | -21.7% | -23.6% |
| 3M | +20.6% | -8.3% | +28.9% | +25.8% |
| 6M | -38.0% | -9.5% | -28.5% | -35.7% |
| YTD | -24.7% | -15.4% | -9.3% | -20.0% |
| 1Y | -49.1% | -26.1% | -22.9% | -41.9% |
| 3Y | +124.7% | +34.0% | +90.7% | +84.4% |
| 5Y | +40.9% | +53.2% | -12.2% | +0.8% |
| All | +721.6% | +64.6% | +657.0% | +390.5% |
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 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