+504.3%
MUU vs MSTR
-44.1%
+548.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.1% | -19.1% | -16.2% |
| 7D | -35.9% | -1.8% | -34.1% | -35.4% |
| 30D | -47.1% | -13.3% | -33.8% | -43.9% |
| 3M | -29.8% | +46.0% | -75.8% | -42.1% |
| 6M | +16.0% | -22.4% | +38.5% | +29.8% |
| YTD | +286.1% | -6.2% | +292.3% | +284.8% |
| 1Y | +504.3% | -42.3% | +546.6% | +675.3% |
| All | +504.3% | -44.1% | +548.5% | +675.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 1y: compounded portfolio wealth divided by compounded MSTR 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…
1y analysis · Full analysis span regression · 6 months rolling