+645.5%
MSTR vs UUUU
+495.2%
+150.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.3% | +3.2% | -1.4% |
| 7D | -11.2% | -5.0% | -6.2% | -10.0% |
| 30D | +33.8% | -7.8% | +41.6% | +36.7% |
| 3M | +11.5% | -0.4% | +11.9% | +11.1% |
| 6M | -7.2% | -32.9% | +25.7% | +1.4% |
| YTD | -15.4% | -6.3% | -9.1% | -17.0% |
| 1Y | -60.6% | +7.9% | -68.5% | -64.6% |
| 3Y | +260.8% | +85.2% | +175.6% | +154.9% |
| 5Y | +108.8% | +97.0% | +11.9% | +45.3% |
| All | +645.5% | +495.2% | +150.3% | +298.9% |
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