-56.4%
MSTR vs USAR
+27.9%
-84.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +12.2% | -2.1% | +14.3% | +12.7% |
| 30D | +45.2% | +2.6% | +42.5% | +43.5% |
| 3M | +10.4% | -35.0% | +45.4% | +19.6% |
| 6M | -2.5% | -6.9% | +4.4% | -4.0% |
| YTD | -6.0% | +48.0% | -54.0% | -14.9% |
| 1Y | -56.4% | +24.8% | -81.2% | -58.8% |
| All | -56.4% | +27.9% | -84.3% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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