-46.0%
MSTR vs URA
-32.0%
-14.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.7% | -3.7% |
| 7D | -1.2% | -4.1% | +2.9% | +2.1% |
| 30D | -15.9% | -19.0% | +3.1% | -0.9% |
| 3M | +33.1% | -25.1% | +58.3% | +66.6% |
| 6M | -31.0% | -44.5% | +13.5% | +6.6% |
| YTD | -15.1% | -24.3% | +9.2% | +2.8% |
| All | -46.0% | -32.0% | -14.0% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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