-46.5%
MSTR vs URI
+31.9%
-78.4%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.2% | -2.1% |
| 7D | -13.4% | +6.7% | -20.1% | -14.8% |
| 30D | -22.1% | +8.9% | -30.9% | -23.6% |
| 3M | +15.0% | +0.5% | +14.4% | +14.2% |
| 6M | -37.3% | +20.7% | -58.0% | -41.1% |
| YTD | -26.5% | +40.0% | -66.6% | -37.9% |
| 1Y | -46.5% | +34.4% | -80.9% | -53.7% |
| All | -46.5% | +31.9% | -78.4% | -53.7% |
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