+107.1%
MSTR vs NRG
+190.8%
-83.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.6% | +0.8% | -1.3% |
| 7D | +7.7% | +3.9% | +3.9% | +5.9% |
| 30D | +36.3% | -3.0% | +39.3% | +37.3% |
| 3M | +13.4% | -10.9% | +24.3% | +15.3% |
| 6M | -4.5% | -25.3% | +20.8% | +3.8% |
| YTD | -12.7% | -26.8% | +14.2% | -4.6% |
| 1Y | -59.6% | -23.3% | -36.3% | -56.9% |
| 3Y | +272.5% | +208.6% | +63.9% | +62.1% |
| 5Y | +107.1% | +194.1% | -87.0% | +10.3% |
| All | +107.1% | +190.8% | -83.7% | +10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling