+287.2%
MSTR vs NRG
+208.6%
+78.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.6% | +0.8% | -1.5% |
| 7D | +7.7% | +3.9% | +3.9% | +6.2% |
| 30D | +36.3% | -3.0% | +39.3% | +37.2% |
| 3M | +13.4% | -10.9% | +24.3% | +14.9% |
| 6M | -4.5% | -25.3% | +20.8% | +2.7% |
| YTD | -12.7% | -26.8% | +14.2% | -5.6% |
| 1Y | -59.6% | -23.3% | -36.3% | -57.1% |
| All | +287.2% | +208.6% | +78.6% | +118.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 3y: compounded portfolio wealth divided by compounded NRG 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…
3y analysis · Full analysis span regression · 6 months rolling