-42.3%
MSTR vs UPS
+29.9%
-72.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.7% | +0.4% | +4.6% |
| 7D | -1.8% | +8.2% | -10.0% | -2.6% |
| 30D | -13.3% | +22.7% | -36.0% | -14.9% |
| 3M | +46.0% | +6.4% | +39.5% | +44.9% |
| 6M | -22.4% | +22.6% | -45.1% | -22.5% |
| YTD | -6.2% | +20.7% | -26.9% | -8.5% |
| 1Y | -42.3% | +30.6% | -72.9% | -43.8% |
| All | -42.3% | +29.9% | -72.2% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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