+481.0%
MSTR vs UPS
+43.9%
+437.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.3% | -3.3% |
| 7D | -13.4% | +3.8% | -17.2% | -15.0% |
| 30D | -22.1% | +17.4% | -39.4% | -28.0% |
| 3M | +15.0% | +8.2% | +6.8% | +10.3% |
| 6M | -37.3% | +17.9% | -55.2% | -42.8% |
| YTD | -26.5% | +18.7% | -45.2% | -34.4% |
| 1Y | -46.5% | +24.8% | -71.3% | -53.6% |
| 3Y | +121.1% | -4.5% | +125.6% | +114.4% |
| 5Y | +37.5% | -33.2% | +70.7% | +61.1% |
| All | +481.0% | +43.9% | +437.1% | +428.8% |
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 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