+2,577.5%
MUU vs MSTR
-58.4%
+2,635.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.4% | +1.4% | -1.0% |
| 7D | +13.9% | +9.3% | +4.6% | +8.2% |
| 30D | +24.8% | +36.5% | -11.7% | +4.3% |
| 3M | -15.7% | +7.3% | -23.1% | -19.1% |
| 6M | +338.9% | +2.2% | +336.6% | +348.2% |
| YTD | +563.2% | -10.2% | +573.3% | +588.1% |
| 1Y | +2,577.5% | -58.6% | +2,636.1% | +5,844.3% |
| All | +2,577.5% | -58.4% | +2,635.9% | +5,844.3% |
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