+113.1%
MSTR vs UUUU
+133.2%
-20.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.0% | -5.4% | -4.8% |
| 7D | +9.3% | +2.8% | +6.5% | +8.1% |
| 30D | +36.5% | +3.4% | +33.1% | +34.5% |
| 3M | +7.3% | -3.9% | +11.2% | +8.0% |
| 6M | +2.2% | -23.2% | +25.4% | +9.4% |
| YTD | -10.2% | +0.6% | -10.7% | -16.5% |
| 1Y | -58.6% | +22.9% | -81.5% | -68.1% |
| 3Y | +283.2% | +98.6% | +184.5% | +96.3% |
| All | +113.1% | +133.2% | -20.1% | +3.2% |
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