+304.5%
MSTR vs UBER
+66.5%
+237.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +12.2% | -3.9% | +16.0% | +14.3% |
| 30D | +45.2% | +11.1% | +34.0% | +36.3% |
| 3M | +10.4% | +4.9% | +5.5% | +5.9% |
| 6M | -2.5% | -1.2% | -1.3% | -3.7% |
| YTD | -6.0% | -7.3% | +1.3% | -4.3% |
| 1Y | -56.4% | -17.6% | -38.8% | -52.3% |
| All | +304.5% | +66.5% | +237.9% | +191.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling