+156.9%
MSTR vs UPS
+272.8%
-115.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.7% | -3.6% |
| 7D | -10.7% | +1.7% | -12.5% | -11.5% |
| 30D | -21.6% | +17.4% | -39.0% | -28.6% |
| 3M | +24.4% | +7.7% | +16.7% | +18.7% |
| 6M | -35.5% | +13.8% | -49.3% | -40.9% |
| YTD | -20.3% | +17.3% | -37.6% | -29.8% |
| 1Y | -49.3% | +27.2% | -76.5% | -57.6% |
| 3Y | +137.8% | -5.6% | +143.4% | +130.5% |
| 5Y | +48.3% | -33.5% | +81.8% | +82.5% |
| 10Y | +526.8% | +43.7% | +483.1% | +343.1% |
| All | +156.9% | +272.8% | -115.8% | -4.7% |
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