+886.7%
MSTR vs UUUU
-96.2%
+982.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.8% | +0.7% |
| 7D | -14.2% | -3.5% | -10.7% | -13.8% |
| 30D | -19.9% | -28.3% | +8.4% | -16.4% |
| 3M | +27.3% | -53.1% | +80.4% | +40.1% |
| 6M | -37.6% | -68.6% | +31.0% | -28.0% |
| YTD | -19.5% | -52.3% | +32.9% | -12.5% |
| 1Y | -47.1% | -55.8% | +8.7% | -42.2% |
| 3Y | +140.3% | -12.3% | +152.6% | +130.9% |
| 5Y | +49.5% | -36.9% | +86.4% | +47.8% |
| 10Y | +521.9% | +388.0% | +133.8% | +406.9% |
| All | +886.7% | -96.2% | +982.9% | +735.1% |
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