-56.4%
MSTR vs NEE
+19.1%
-75.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.6% | -1.2% |
| 7D | +12.2% | +1.9% | +10.2% | +11.8% |
| 30D | +45.2% | -2.2% | +47.3% | +45.8% |
| 3M | +10.4% | -1.2% | +11.6% | +10.1% |
| 6M | -2.5% | -8.6% | +6.1% | +0.8% |
| YTD | -6.0% | +6.2% | -12.2% | -9.8% |
| 1Y | -56.4% | +21.1% | -77.5% | -58.6% |
| All | -56.4% | +19.1% | -75.5% | -58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 NEE 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