-56.4%
MSTR vs UPS
+27.3%
-83.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.2% |
| 7D | +12.2% | -2.9% | +15.1% | +12.8% |
| 30D | +45.2% | -3.5% | +48.7% | +46.1% |
| 3M | +10.4% | -5.7% | +16.1% | +11.1% |
| 6M | -2.5% | -4.4% | +1.9% | -3.0% |
| YTD | -6.0% | +8.0% | -14.0% | -10.8% |
| 1Y | -56.4% | +29.0% | -85.4% | -64.3% |
| All | -56.4% | +27.3% | -83.7% | -64.3% |
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