-56.4%
MSTR vs URI
+7.3%
-63.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.7% |
| 7D | +12.2% | -2.0% | +14.1% | +12.7% |
| 30D | +45.2% | -12.9% | +58.1% | +49.3% |
| 3M | +10.4% | -6.7% | +17.1% | +11.4% |
| 6M | -2.5% | +19.0% | -21.5% | -9.9% |
| YTD | -6.0% | +25.5% | -31.6% | -17.0% |
| 1Y | -56.4% | +5.5% | -61.9% | -59.2% |
| All | -56.4% | +7.3% | -63.7% | -59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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