+801.8%
MSTR vs UBER
+69.5%
+732.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.8% | -6.4% | -4.5% |
| 7D | -4.0% | +6.7% | -10.6% | -7.1% |
| 30D | -18.6% | -0.5% | -18.2% | -18.5% |
| 3M | +25.6% | -5.1% | +30.7% | +28.4% |
| 6M | -33.1% | -5.7% | -27.4% | -32.1% |
| YTD | -17.3% | -12.9% | -4.4% | -13.6% |
| 1Y | -48.1% | -22.6% | -25.5% | -42.2% |
| 3Y | +154.2% | +42.2% | +112.0% | +102.2% |
| 5Y | +46.2% | +56.4% | -10.2% | +3.2% |
| All | +801.8% | +69.5% | +732.4% | +429.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling