+481.0%
MSTR vs UUUU
+370.7%
+110.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.1% |
| 7D | -13.4% | -1.1% | -12.4% | -13.4% |
| 30D | -22.1% | -21.0% | -1.1% | -16.9% |
| 3M | +15.0% | -54.8% | +69.8% | +42.7% |
| 6M | -37.3% | -67.3% | +30.0% | -15.9% |
| YTD | -26.5% | -54.7% | +28.1% | -12.2% |
| 1Y | -46.5% | -57.4% | +11.0% | -35.4% |
| 3Y | +121.1% | -19.6% | +140.7% | +95.7% |
| 5Y | +37.5% | -40.0% | +77.5% | +25.3% |
| All | +481.0% | +370.7% | +110.3% | +263.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling