-56.4%
MSTR vs UUUU
+27.9%
-84.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.6% |
| 7D | +12.2% | -1.4% | +13.5% | +12.6% |
| 30D | +45.2% | +16.3% | +28.8% | +39.9% |
| 3M | +10.4% | -16.7% | +27.1% | +13.9% |
| 6M | -2.5% | -33.7% | +31.2% | +3.8% |
| YTD | -6.0% | -0.5% | -5.5% | -3.3% |
| 1Y | -56.4% | +28.9% | -85.3% | -51.6% |
| All | -56.4% | +27.9% | -84.3% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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