+120.4%
MSTR vs UBER
+87.1%
+33.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.2% |
| 7D | +12.2% | -3.9% | +16.0% | +14.9% |
| 30D | +45.2% | +11.1% | +34.0% | +33.9% |
| 3M | +10.4% | +4.9% | +5.5% | +4.6% |
| 6M | -2.5% | -1.2% | -1.3% | -4.5% |
| YTD | -6.0% | -7.3% | +1.3% | -4.8% |
| 1Y | -56.4% | -17.6% | -38.8% | -52.1% |
| 3Y | +306.3% | +61.1% | +245.2% | +152.8% |
| All | +120.4% | +87.1% | +33.3% | +2.7% |
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 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