+49.9%
MSTR vs UBER
+45.7%
+4.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -1.2% | +5.1% | -6.3% | -4.5% |
| 30D | -15.9% | +0.2% | -16.1% | -16.1% |
| 3M | +33.1% | -2.7% | +35.8% | +34.6% |
| 6M | -31.0% | -13.4% | -17.6% | -25.4% |
| YTD | -15.1% | -16.1% | +0.9% | -7.9% |
| 1Y | -45.6% | -25.5% | -20.1% | -35.5% |
| 3Y | +180.5% | +42.5% | +138.0% | +86.2% |
| All | +49.9% | +45.7% | +4.2% | -28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling