+308.9%
MSTR vs URI
+113.1%
+195.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -2.3% |
| 7D | +12.2% | -2.0% | +14.1% | +13.6% |
| 30D | +45.2% | -12.9% | +58.1% | +56.2% |
| 3M | +10.4% | -6.7% | +17.1% | +12.4% |
| 6M | -2.5% | +19.0% | -21.5% | -17.3% |
| YTD | -6.0% | +25.5% | -31.6% | -24.3% |
| 1Y | -56.4% | +5.5% | -61.9% | -60.2% |
| All | +308.9% | +113.1% | +195.8% | +160.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling