-56.4%
MSTR vs UNP
+32.8%
-89.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.4% |
| 7D | +12.2% | -5.3% | +17.5% | +11.4% |
| 30D | +45.2% | -1.5% | +46.7% | +44.9% |
| 3M | +10.4% | +10.3% | +0.1% | +11.6% |
| 6M | -2.5% | +9.7% | -12.2% | -2.1% |
| YTD | -6.0% | +27.1% | -33.1% | -4.4% |
| 1Y | -56.4% | +32.6% | -89.0% | -52.1% |
| All | -56.4% | +32.8% | -89.2% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 1y: compounded portfolio wealth divided by compounded UNP 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…
1y analysis · Full analysis span regression · 6 months rolling