+49.5%
MSTR vs UUUU
-34.9%
+84.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.8% | -0.1% |
| 7D | -14.2% | -3.5% | -10.7% | -13.2% |
| 30D | -19.9% | -28.3% | +8.4% | -8.8% |
| 3M | +27.3% | -53.1% | +80.4% | +70.9% |
| 6M | -37.6% | -68.6% | +31.0% | -3.5% |
| YTD | -19.5% | -52.3% | +32.9% | -0.5% |
| 1Y | -47.1% | -55.8% | +8.7% | -33.4% |
| 3Y | +140.3% | -12.3% | +152.6% | +65.7% |
| 5Y | +49.5% | -36.9% | +86.4% | -3.1% |
| All | +49.5% | -34.9% | +84.4% | -3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling