+180.5%
MSTR vs UPS
-10.2%
+190.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | +0.7% |
| 7D | -1.2% | 0.0% | -1.3% | -1.1% |
| 30D | -15.9% | +17.3% | -33.3% | -21.2% |
| 3M | +33.1% | +6.6% | +26.5% | +29.7% |
| 6M | -31.0% | +12.0% | -43.0% | -34.5% |
| YTD | -15.1% | +14.4% | -29.5% | -22.0% |
| 1Y | -45.6% | +23.3% | -69.0% | -52.2% |
| 3Y | +180.5% | -9.6% | +190.1% | +171.9% |
| All | +180.5% | -10.2% | +190.7% | +171.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling