+107.1%
MSTR vs NTR
+55.5%
+51.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +7.7% | +0.5% | +7.2% | +7.5% |
| 30D | +36.3% | +21.7% | +14.6% | +25.2% |
| 3M | +13.4% | +22.8% | -9.4% | +3.2% |
| 6M | -4.5% | +8.2% | -12.7% | -9.5% |
| YTD | -12.7% | +32.9% | -45.6% | -25.3% |
| 1Y | -59.6% | +45.3% | -104.9% | -67.2% |
| 3Y | +272.5% | +41.7% | +230.8% | +198.0% |
| 5Y | +107.1% | +49.8% | +57.3% | +35.8% |
| All | +107.1% | +55.5% | +51.6% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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