+1,051.6%
MSTR vs UUUU
-92.0%
+1,143.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.5% |
| 7D | +12.2% | -1.4% | +13.5% | +12.4% |
| 30D | +45.2% | +16.3% | +28.8% | +42.3% |
| 3M | +10.4% | -16.7% | +27.1% | +12.8% |
| 6M | -2.5% | -33.7% | +31.2% | +2.0% |
| YTD | -6.0% | -0.5% | -5.5% | -7.0% |
| 1Y | -56.4% | +28.9% | -85.3% | -59.0% |
| 3Y | +306.3% | +99.9% | +206.4% | +251.7% |
| 5Y | +100.5% | +135.3% | -34.8% | +72.2% |
| 10Y | +741.1% | +518.4% | +222.7% | +538.9% |
| All | +1,051.6% | -92.0% | +1,143.6% | +788.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling