-37.6%
MSTR vs UUUU
-67.9%
+30.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.8% | -0.1% |
| 7D | -14.2% | -3.5% | -10.7% | -13.0% |
| 30D | -19.9% | -28.3% | +8.4% | -7.8% |
| 3M | +27.3% | -53.1% | +80.4% | +73.1% |
| 6M | -37.6% | -68.6% | +31.0% | -12.2% |
| All | -37.6% | -67.9% | +30.4% | -12.2% |
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 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