+677.4%
MSTR vs UPS
+35.1%
+642.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.2% |
| 7D | +7.7% | -3.7% | +11.4% | +9.8% |
| 30D | +36.3% | -3.7% | +40.1% | +39.2% |
| 3M | +13.4% | -6.6% | +20.0% | +16.9% |
| 6M | -4.5% | +2.6% | -7.1% | -7.0% |
| YTD | -12.7% | +4.8% | -17.4% | -16.7% |
| 1Y | -59.6% | +25.3% | -84.9% | -65.2% |
| 3Y | +272.5% | -26.9% | +299.3% | +315.3% |
| 5Y | +107.1% | -33.5% | +140.6% | +149.4% |
| 10Y | +677.4% | +36.1% | +641.3% | +617.4% |
| All | +677.4% | +35.1% | +642.3% | +617.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling