+107.1%
MSTR vs UVXY
-99.7%
+206.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UVXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.5% | -5.3% | -1.9% |
| 7D | +7.7% | +2.3% | +5.4% | +8.9% |
| 30D | +36.3% | -15.0% | +51.4% | +29.9% |
| 3M | +13.4% | -39.8% | +53.2% | -1.9% |
| 6M | -4.5% | -60.0% | +55.5% | -25.2% |
| YTD | -12.7% | -48.8% | +36.2% | -21.6% |
| 1Y | -59.6% | -67.3% | +7.7% | -67.5% |
| 3Y | +272.5% | -94.8% | +367.3% | +160.3% |
| 5Y | +107.1% | -99.7% | +206.8% | -23.8% |
| All | +107.1% | -99.7% | +206.8% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UVXY.
Daily Out/Under-Performance
Portfolio return minus UVXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UVXY 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 UVXY 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