+159.6%
MSTR vs UPS
+277.5%
-117.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.3% |
| 7D | -14.2% | -1.6% | -12.5% | -13.3% |
| 30D | -19.9% | +17.9% | -37.8% | -27.3% |
| 3M | +27.3% | +9.4% | +17.9% | +20.4% |
| 6M | -37.6% | +16.2% | -53.7% | -43.5% |
| YTD | -19.5% | +18.8% | -38.2% | -29.5% |
| 1Y | -47.1% | +26.1% | -73.2% | -55.5% |
| 3Y | +140.3% | -4.5% | +144.7% | +131.2% |
| 5Y | +49.5% | -33.2% | +82.7% | +83.4% |
| 10Y | +521.9% | +44.3% | +477.5% | +338.7% |
| All | +159.6% | +277.5% | -117.8% | -4.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling