-58.6%
MSTR vs NSC
+20.5%
-79.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.4% |
| 7D | +9.3% | -1.5% | +10.8% | +9.3% |
| 30D | +36.5% | -1.9% | +38.4% | +36.3% |
| 3M | +7.3% | +6.2% | +1.1% | +7.2% |
| 6M | +2.2% | +9.2% | -6.9% | +1.5% |
| YTD | -10.2% | +15.0% | -25.2% | -10.3% |
| 1Y | -58.6% | +21.1% | -79.7% | -55.6% |
| All | -58.6% | +20.5% | -79.1% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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