-58.6%
MSTR vs UPS
+25.9%
-84.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.8% | -2.6% | -4.0% |
| 7D | +9.3% | -2.1% | +11.4% | +9.8% |
| 30D | +36.5% | -2.3% | +38.8% | +37.2% |
| 3M | +7.3% | -5.2% | +12.5% | +8.1% |
| 6M | +2.2% | +1.4% | +0.8% | +1.0% |
| YTD | -10.2% | +6.1% | -16.3% | -14.4% |
| 1Y | -58.6% | +27.0% | -85.6% | -65.9% |
| All | -58.6% | +25.9% | -84.5% | -65.9% |
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