-38.0%
MSTR vs UUUU
-68.9%
+31.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.6% | -2.9% | -5.0% |
| 7D | -11.5% | +1.4% | -12.9% | -12.4% |
| 30D | -24.8% | -27.9% | +3.1% | -13.7% |
| 3M | +20.6% | -53.8% | +74.5% | +64.5% |
| 6M | -38.0% | -68.1% | +30.2% | -13.3% |
| All | -38.0% | -68.9% | +31.0% | -13.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling