+554.5%
MSTR vs URI
+1,313.6%
-759.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.9% | -9.5% | -6.0% |
| 7D | -4.0% | -4.0% | +0.1% | -2.2% |
| 30D | -18.6% | +6.8% | -25.4% | -21.5% |
| 3M | +25.6% | -2.8% | +28.4% | +26.9% |
| 6M | -33.1% | +20.9% | -53.9% | -40.7% |
| YTD | -17.3% | +40.2% | -57.6% | -34.1% |
| 1Y | -48.1% | +34.1% | -82.2% | -57.6% |
| 3Y | +154.2% | +164.1% | -9.9% | +48.6% |
| 5Y | +46.2% | +199.3% | -153.1% | -20.1% |
| 10Y | +554.5% | +1,218.8% | -664.3% | +141.2% |
| All | +554.5% | +1,313.6% | -759.1% | +141.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling